ACTEC Estate Planning Essentials
An explanation of fiduciary income tax, how it differs from the estate tax, filing a fiduciary income tax return, and why estates always file two tax returns.
Videos
Planning for a Diverse and Equitable Future
Insight into the inequity of intergenerational wealth of Black American farmers through discriminatory government programs and practices.
ACTEC Estate Planning Essentials
An explanation of the portability of the estate and gift tax exemption and what to consider if electing to use it.
Planning for a Diverse and Equitable Future
An introduction to wealth disparity due to slavery and enacted under Jim Crow, the history of reparations and a possible solution to the wealth gap.
ACTEC Estate Planning Essentials
Learn the dos and don’ts of paying another person’s tuition or medical bills, what qualifies as tuition and medical expenses, and how to avoid gift tax.
ACTEC Estate Planning Essentials
A discussion of what consumers need to know about using do-it-yourself estate planning documents and DIY wills.
Planning for a Diverse and Equitable Future
A discussion of structural biases and practices in the legal profession that disproportionately disadvantage minority lawyers with recommendations to address.
ACTEC Estate Planning Essentials
Tips on what to keep in mind when working with an attorney, including the difference between individual, joint and family representation.
Planning for a Diverse and Equitable Future
Explore the persistent challenges of gender inequality in the legal profession and learn about ongoing barriers and efforts to address this crucial issue.
ACTEC Estate Planning Essentials
Finding and choosing an estate planning attorney can be intimidating. Learn where you can go online to find qualified estate planning attorneys.