Helpful Videos

ACTEC Family Estate Planning Guide:

Common Ways to Title Your Home
Social Security Retirement Age and Benefits
Owning Property and Titling Assets
Estate Tax Exemption
Who Pays Taxes on a Gift?
What is Community Property?
Motivating Heirs With an Incentive Trust
Gift Tax, the Annual Exclusion and Estate Planning
Estate Planning in the 2020 Election Year
Estate Planning Strategies for Retiring Abroad
CARES Act RMD Waiver
Estate Planning Considerations for Small Business Owners
Utilizing Positive Psychology in Your Estate Plan
Can I Change My Irrevocable Trust?
Special Needs Trusts
Advance Medical Directives
Getting Your Affairs in Order: Essential Legal Documents
How the Secure Act May Impact Your Retirement Plan
Estate Planning for a College Student or Young Adult
Transferring Assets to a Minor Child
Coordinating Beneficiary Designations With the Overall Estate Plan
Digital Asset Management in Life and Death
5 Reasons to Update Your Estate Plan
What to Consider When Setting Up Trusts For Children
Choosing an Executor or Trustee
Divorce and Estate Planning
Should I Sign New Estate Planning Documents When I Move to a New State?
What is a Will and Why Do I Need One?
IRAs and IRA Beneficiaries
How Does a Revocable Trust Avoid Probate?
What is Joint Tenancy and When Should I Use It?
What is Probate?
What is a Revocable Trust and Do I Need One?
Understanding Powers of Attorney