Planning for a Diverse and Equitable Future
Charitable donation advisors offer suggestions to estate planning professionals for increasing client awareness of diversity, inequity and inclusion causes.
Videos
ACTEC Estate Planning Essentials
Understand your options when titling your home: Tenancy by the Entirety (TBE), Joint Tenants with Rights of Survivorship (JTWROS), and Tenancy in Common (TIC).
Planning for a Diverse and Equitable Future
A powerful story of a family’s journey from slavery to freedom thanks to a last will and testament that honors African Americans and Black History Month.
ACTEC Estate Planning Essentials
Understand the advantages and disadvantages of taking Social Security retirement benefits at different retirement ages and the impact on dependents.
Planning for a Diverse and Equitable Future
Attorneys explain to transgender people and their counsel how to change their name and gender on vital records and critical legal documents.
ACTEC Estate Planning Essentials
Overview of how to title property-joint ownership, tenancy in common, joint tenancy with right of survivorship, tenants by the entirety and community property.
ACTEC Estate Planning Essentials
Learn about the significance of gift tax exemption and estate tax exemption when considering a lifetime gift in estate planning.
Planning for a Diverse and Equitable Future
A discussion of economic inequality of people of color in the US and actions wealth management professionals can take to promote generational wealth.
ACTEC Estate Planning Essentials
Learn about the significance of gift and estate tax exemptions and differences depending on your state when considering a lifetime gift in estate planning.
ACTEC Estate Planning Essentials
Learn when it’s important to create a premarital agreement and what to consider if you live in a community property state from estate planning attorneys.