ACTEC Estate Planning Essentials
Discover the pros and cons of using AI in estate planning with Professor Gerry Beyer and attorney, Natalie Perry. Learn why expert legal advice is crucial.
Videos
ACTEC Estate Planning Essentials
Estate experts explain to heirs what they need to understand in an inheritance dispute, including their rights, contesting a will, and when to seek counsel.
ACTEC Estate Planning Essentials
A primer on donations, including tax considerations, donating stocks vs. cash, “bunching” donations, donor-advised funds (DAF), and more.
ACTEC Estate Planning Essentials
Estate planning attorneys explain what consumers should be aware of when using AI and what their lawyer’s professional responsibilities should include.
ACTEC Estate Planning Essentials
Legal experts explain common scams against senior citizens, offer tips to avoid scams and outline steps to take if you are the victim of elder fraud.
ACTEC Estate Planning Essentials
Explore estate planning for freelancers and gig workers. Learn about tax planning, creating a will, asset management, planning for incapacity, and more.
ACTEC Estate Planning Essentials
Experts explain why you’ll want to add provisions regarding tangible personal property, such as furniture, vehicles, electronics, and jewelry, to your will or trust.
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ACTEC Estate Planning Essentials
Learn why funding your trust is vital for seamless asset transfer, minimizing legal issues and taxes, and safeguarding your beneficiaries’ future in this video.
ACTEC Estate Planning Essentials
Understand what’s involved in the role of a property or financial power of attorney (POA), what’s entailed, and what questions you should ask yourself.