ACTEC Estate Planning Essentials
Estate Planning experts give a step-by-step of the estate tax preparation and filing process, what’s required, extensions, exemptions, and the IRS’ response.
Videos
Planning for a Diverse and Equitable Future
Overview of options for those with special needs, including alternatives to guardianship, Supported Decision-Making, POA, healthcare proxies, MOLST and more.
ACTEC Estate Planning Essentials
Estate planning attorneys explain what is involved in estate administration, the duration, distributions of assets, and what happens if there is no will.
ACTEC Estate Planning Essentials
An overview of what estate planning decisions can be made pre-mortem and postmortem, including tax implications, decanting, and portability considerations.
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.
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.