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.
Videos
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.
ACTEC Estate Planning Essentials
Learn what retirement planning you need when moving overseas, such as document updates, guardianship considerations when moving with minor children, and more.
ACTEC Estate Planning Essentials
Small business owners need to plan for their company’s transition in their estate plan. Understand the impact of state laws, beneficiaries, estate taxes and more.
ACTEC Estate Planning Essentials
Learn the role of positive psychology and communication when creating your estate plan and leaving assets to family and beneficiaries.
ACTEC Estate Planning Essentials
Learn what changing an irrevocable trust entails, what it means to decant a trust, what courts can do and other pitfalls from ACTEC trust and estate experts.
ACTEC Estate Planning Essentials
Estate planning experts explain the different types of special needs trusts, considerations to avoid losing public benefits like Medicaid, and potential pitfalls.
ACTEC Estate Planning Essentials
Advance directives are documents that express an individual’s health care wishes. Learn about a Living Will, Health Care Proxy, MOLST, POLST, and DNR orders.