ACTEC Fellows answer general estate planning questions on a wide variety of topics in this video series. Fellows advise how to protect your assets and ensure your loved ones are taken care of, creating legal documents such as wills, trusts, and powers of attorney, issues related to owning a business, tax requirements and more. Don’t leave things to chance – gain the knowledge you need to make informed decisions.
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FIND AN ACTEC LAWYERResources for your estate planning
From advance medical directives, to divorce considerations, to choosing the right trust for loved ones, ACTEC Fellows share their expertise in the ACTEC Estate Planning Essentials video series.
Latest Estate Planning Videos
End of life considerations after a terminal diagnosis are deeply personal and often challenging. Learn what estate planning steps can be taken during this time and download the companion checklist.
Experts explain the Corporate Transparency Act (CTA) and legal requirements for business owners to report Beneficial Ownership Information (BOI) to FinCEN.
Estate planning attorneys explain the purposes of a living trust, how to fund a trust and retitle assets, and tax implications.
Discover the pros and cons of using AI in estate planning with Professor Gerry Beyer and attorney, Natalie Perry. Learn why expert legal advice is crucial.
Estate experts explain to heirs what they need to understand in an inheritance dispute, including their rights, contesting a will, and when to seek counsel.
A primer on donations, including tax considerations, donating stocks vs. cash, “bunching” donations, donor-advised funds (DAF), and more.
Estate planning attorneys explain what consumers should be aware of when using AI and what their lawyer’s professional responsibilities should include.
Legal experts explain common scams against senior citizens, offer tips to avoid scams and outline steps to take if you are the victim of elder fraud.
Explore estate planning for freelancers and gig workers. Learn about tax planning, creating a will, asset management, planning for incapacity, and more.
Experts explain why you’ll want to add provisions regarding tangible personal property, such as furniture, vehicles, electronics, and jewelry, to your will or trust.