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.
Videos
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.
ACTEC Estate Planning Essentials
Understand what community property is, how it affects assets such as a home or a business, what is quasi-community property and more.
ACTEC Estate Planning Essentials
Learn the benefits and pitfalls of incentive trusts when motiving heirs or beneficiaries and rewarding positive behavior.
ACTEC Estate Planning Essentials
Understand when gift tax comes into play, how the age of the recipient impacts gift tax, efficient ways to transfer property, split gifts, the annual exclusion and more from estate planning experts.
ACTEC Estate Planning Essentials
Learn what steps taxpayers may want to consider during a presidential election year and how to plan for future legislation and changes in charitable giving law.