Helpful Videos

ACTEC Family Estate Planning Guide:

Tangible Personal Property in Estate Planning
Funding Your Revocable Trust and Other Critical Steps
Should I Serve as an Agent Under a Financial Power of Attorney (POA)?
Should I Serve as a Healthcare Agent Under a POA?
Should I Serve as a Trustee?
Should I Serve as an Executor?
Tips for Seniors to Avoid Scams
Managing Guns in Your Estate
Inheritance and Estate Settlement
Should your Adult Child be a Co-Signer on your Bank Account?
Supported Decision-Making
Alternatives to Guardianship
How to Choose an Estate Planning Attorney
What to Expect After Hiring an Attorney
Pitfalls of Do-It-Yourself Estate Planning
Direct Payment of Medical Expenses and Tuition as an Exception to the Gift Tax
What is Portability for Estate and Gift Tax?
The Basics of Fiduciary Income Taxation
Postmortem Planning
What is Estate Administration?
Estate Tax Returns
Life Insurance Policies and Estate Planning
Understanding Life Insurance Policy Ownership
How to Talk With Your Parents About Estate Planning
How to Pay for College for a Grandchild or Someone Else
How to Talk with Your Family About Estate Planning
Can I Do a Will for Myself?
Key Roles Involved in an Estate Plan
When and How to Use a Prenuptial Agreement
529 Plan Pros and Cons
Tips for Managing Digital Assets of a Deceased or Disabled Person
Understanding Cryptocurrency in Estate Planning
Common IRA Beneficiary Senarios
Preparing for Your Initial Estate Planning Meeting
Tips for Individuals Living Alone (Pt. 1 of 2)
Tips for Individuals Living Alone (Pt. 2 of 2)
Understanding Special Needs Trusts
Common Ways to Title Your Home
Social Security Retirement Age and Benefits
Owning Property and Titling Assets
Gift Tax Exemption
Who Pays Taxes on a Gift?
What is a Prenuptial Agreement?
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
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
A Child's Right to Information When a Parent Dies
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