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Assets & Taxes


Learn detailed information regarding how assets can be owned, who pays taxes on gifts of assets like property, how to protect them prior to marriage, what you need to know if you live in a community property state like California, and more.



Understanding Cryptocurrency in Estate Planning

Understand how to manage cryptocurrency in your estate and plan for the succession of your digital assets from estate planning experts.



Tips for Managing Digital Assets of a Deceased or Disabled Person

Tips for adding a legacy contact to email/social media accounts; recommendations for executors accessing digital property of disabled/deceased persons with no legacy contact.



The Basics of Fiduciary Income Taxation

Trust and estate experts explain the differences between estate tax and fiduciary income tax, when you need to file IRS Forms 1040 and 1041, and offer a general overview of fiduciary income tax.



Should your Adult Child be a Co-Signer on your Bank Account?

Should adult children be added as a co-signer on a bank account? Estate planning experts explain why they should not be added as a co-signer, what the liability is and the difference between a co-signer and a beneficiary.



Common Ways to Title Your Home

Do you understand the options when titling your home? ACTEC Fellows break down the nuances of property title and explain the alternatives including Tenancy by the Entirety (TBE), Joint Tenants with Rights of Survivorship (JTWROS), Tenancy in Common (TIC), and how it works in Community Property states.



Owning Property and Titling Assets

How should assets like your home be titled? ACTEC Fellows offer an overview of how to reflect the legal ownership of property including joint tenancy, tenancy in common, tenants by entirety, sole ownership, and community property.



What is Community Property?

Do you live in one of the nine community property states? Understand what community property is, how it affects assets such as a home or a business, what is quasi-community property, and what happens if you buy a vacation house in a community property state in this short video by estate planning experts.



Gift Tax Exemption

The lifetime gift tax exemption amount is $11.58 million in 2020, increasing to $11.7 million in 2021. Learn when to use the estate tax exemption from estate planning professionals. The exemption is scheduled to decrease to six million dollars in 2026.  



What is Portability for Estate and Gift Tax?

Trust and estate experts explain portability of the estate and gift tax exemption and what to consider if electing to use it. 



Who Pays Taxes on a Gift?

Did you know the 2020 lifetime gift tax exemption is $11.58 million? Learn what that means for anyone considering a lifetime gift in their estate planning.



What is a Prenuptial Agreement?

A premarital agreement is a contract between two people prior to a marriage covering how their property is to be managed. Learn when it’s important to create a premarital agreement and what to consider if you live in a community property state from ACTEC Fellows.



What is Joint Tenancy and When Should I Use It?

ACTEC Fellows answer, What is joint tenancy? and offer professional information regarding the topic. The discussion answers, What does JTWROS stand for? and the advantages and disadvantages of holding assets in joint tenancy.