DONATE Store | Contact 202.684.8460 0 Items About Us Professionals Families Law Students Our Impact Recent News VIDEOS Postmortem Planning Videos, Wills & Trusts An overview of what estate planning decisions can be made postmortem and pre-mortem, including taxes, decanting, and portability considerations. VIEW FULL POST Pitfalls of Do-It-Yourself Estate Planning Videos, Wills & Trusts A discussion of what consumers need to know about using do-it-yourself estate planning documents and DIY wills. VIEW FULL POST Alternatives to Guardianship Special Needs, Videos Learn about alternatives to guardianship including revocable trusts, POA, medical orders and social security options from experts. VIEW FULL POST Inheritance and Estate Settlement Videos, Wills & Trusts Experts in estate planning answer common questions regarding when beneficiaries of a will or trust will receive their inheritance. VIEW FULL POST Owning Property and Titling Assets Assets An overview of how to title property – joint ownership, tenancy in common, joint tenancy with right of survivorship, tenants by the entirety and community property. VIEW FULL POST What is a Prenuptial Agreement? Assets 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. VIEW FULL POST Gift Tax, the Annual Exclusion and Estate Planning Wills & Trusts Understand when gift tax comes into play, how the age of the recipient impacts gift tax, efficient ways to transfer property, the annual exclusion and more from experts. VIEW FULL POST Estate Planning Considerations for Small Business Owners Wills & Trusts Small business owners need to plan for the transition of their company in their estate plan. Learn about the impact of state laws and how to plan for estate taxes. VIEW FULL POST Special Needs Trusts Special Needs, Wills & Trusts Estate planning experts explain the different types of special needs trusts, what to consider to avoid losing public benefits like Medicaid, and other potential pitfalls. VIEW FULL POST How the SECURE Act May Impact Your Retirement Plan Retirement The SECURE Act, enacted in December 2019, changes everything in regard to estate planning with retirement benefits. Learn more from the experts. VIEW FULL POST A Child’s Right to Information When a Parent Dies Probate What are your rights to information in a Will after the death of your parent or relative? Do you need a lawyer? Learn these answers and more in this video. VIEW FULL POST 5 Reasons to Update Your Estate Plan Wills & Trusts ACTEC Fellows discuss 5 reasons why you may want to update your Will and Estate Plan, such as after a move or divorce, when your children have grown or have substance abuse problems, or if you own a business. VIEW FULL POST Divorce and Estate Planning Wills & Trusts Understand what estate planning documents are impacted by a divorce from lawyers with expertise in estate planning in this short video. VIEW FULL POST IRAs and IRA Beneficiaries Retirement IRA beneficiary designations can be confusing. Learn the essentials of IRAs and naming IRA beneficiaries from trust and estate experts. VIEW FULL POST What is Probate? Probate ACTEC Fellows discuss “What is Probate? in this informative short video for individuals and families. VIEW FULL POST The Basics of Fiduciary Income Taxation Assets, Videos An explanation of fiduciary income tax and how it is different from the estate tax. VIEW FULL POST What to Expect After Hiring an Attorney Videos, Wills & Trusts Tips on what to keep in mind when working with an attorney, including the difference between individual, joint and family representation. VIEW FULL POST Supported Decision-Making Videos, Wills & Trusts Experts on supported decision-making explain how this alternative to guardianship works and answer many questions families may have. VIEW FULL POST Common Ways to Title Your Home Assets, Videos Understand your options when titling your home Tenancy by the Entirety (TBE), Joint Tenants with Rights of Survivorship (JTWROS) and Tenancy in Common (TIC), and more. VIEW FULL POST Gift Tax Exemption Assets Learn about the significance of gift tax exemption and estate tax exemption when considering a lifetime gift in estate planning. VIEW FULL POST What is Community Property? Assets Understand what community property is, how it affects assets such as a home or a business, what is quasi-community property and more. VIEW FULL POST Estate Planning in the 2020 Election Year Wills & Trusts Learn what steps taxpayers may want to consider and how to plan for future legislation, changes in the estate gift tax exemption and charitable giving. VIEW FULL POST Utilizing Positive Psychology in Your Estate Plan Retirement Learn the role of positive psychology and communication when creating your estate plan and leaving assets to family and beneficiaries. VIEW FULL POST Advance Medical Directives: Living Will, Medical Orders (MOLST & POLST), DNR Powers of Attorney Advance directives are documents that express an individual’s health care wishes. Learn more about a Living Will, Healthcare Proxy, MOLST, POLST, and DNR orders. VIEW FULL POST Estate Planning for a College Student or Young Adult Powers of Attorney Understand what documents you should discuss and prepare for your college-bound and young adult when they turn 18, a legal adult. VIEW FULL POST Coordinating Beneficiary Designations with the Overall Estate Plan Wills & Trusts Assets such as life insurance, annuities, pension plans, 401ks and IRAs have beneficiary designation forms as part of the set-up process. VIEW FULL POST What to Consider When Setting Up Trusts for Children Wills & Trusts What’s the best way to leave assets to minor children? Should children receive equal assets? What’s a Pot Trust? These and other questions are answered by estate planning advisors. VIEW FULL POST Should I Sign New Estate Planning Documents When I Move to a New State? Retirement When you move to a new state, do you need to update your estate planning documents? ACTEC Fellows discuss which document you need to update and why. VIEW FULL POST How Does a Revocable Trust Avoid Probate? Probate Understand how a revocable trust helps families avoid probate from experts in the field, ACTEC Fellows Stacy Singer and Jonathan Michael. VIEW FULL POST What is a Revocable Trust and do I Need One? Wills & Trusts Professor Mary Radford explains in everyday terms what you need to know about a Revocable Trust and if you need one through this informative video. VIEW FULL POST What is Portability for Estate and Gift Tax? Assets, Videos An explanation of portability of the estate and gift tax exemption and what to consider if electing to use it. VIEW FULL POST How to Choose an Estate Planning Attorney Videos, Wills & Trusts Finding and choosing an estate planning attorney can be intimidating. Learn where you can go online to find qualified estate planning attorneys. VIEW FULL POST Should your Adult Child be a Co-Signer on your Bank Account? Assets, Videos Estate planning experts explain why it is a bad idea to have an adult child as a co-signer on a bank account. VIEW FULL POST Social Security Retirement Age and Benefits Retirement Understand when you should take Social Security retirement benefits and how the decision may result in a reduction of income for dependents. VIEW FULL POST Who Pays Taxes on a Gift? Assets Learn about the significance of gift tax exemption and estate tax exemption when considering a lifetime gift in estate planning. VIEW FULL POST Motivating Heirs with an Incentive Trust Wills & Trusts Learn the benefits and pitfalls of incentive trusts when motiving heirs or beneficiaries and rewarding behavior. VIEW FULL POST Estate Planning Strategies for Retiring Abroad Wills & Trusts Retiring abroad? Learn what estate planning information to keep in mind when moving overseas, such as guardianship considerations. VIEW FULL POST Can I Change My Irrevocable Trust? Wills & Trusts Learn what changing an irrevocable trust entails, what it means to decant a trust, what courts can do and other pitfalls from trust and estate experts. VIEW FULL POST Getting Your Affairs in Order: Essential Legal Documents Powers of Attorney What legal documents should we have in place to prepare for an emergency, such as the Coronavirus pandemic? VIEW FULL POST Transferring Assets to a Minor Child Wills & Trusts How to transfer assets to minor children, the Uniform Transfers to Minors Act (UTMA), 529 plans, naming a caregiver for a minor child in a Will and more. VIEW FULL POST Digital Asset Management in Life and Death Wills & Trusts Understand how to plan and manage your digital assets such as photos, email accounts and passwords during life and in your estate documents. VIEW FULL POST Choosing an Executor or Trustee Wills & Trusts Selecting an executor or trustee to oversee your will or trust requires careful consideration. Learn about this topic from professionals in trusts and estates. VIEW FULL POST What is a Will and Why Do I Need One? Wills & Trusts Estate planning can be overwhelming. Experts answer questions families often ask about Wills, associated documents, beneficiaries and e-wills. VIEW FULL POST What is Joint Tenancy and When Should I Use It? Assets ACTEC Fellows offer professional information regarding the joint tenancy including the advantages and disadvantages or holding assets in joint tenancy. VIEW FULL POST Understanding Powers of Attorney Powers of Attorney Understanding your Power of Attorney (POA) is critical in estate planning. Bernie Krooks, a nationally-recognized expert shares his expertise in this video. VIEW FULL POST ACTEC Foundation T: 202.684.8460 F: 202.684.8459 901 15th Street, NW, Suite 525 Washington, DC 20005 Subscribe and Stay in Touch ACTEC Talk Podcast Follow Us © 2018-2021 The ACTEC Foundation. All rights reserved. Cookie Policy. Terms and Conditions. Privacy Policy. Notice We and selected third parties use cookies or similar technologies for technical purposes and, with your consent, for other purposes as specified in the cookie policy. You can consent to the use of such technologies by closing this notice, by scrolling this page, by interacting with any link or button outside of this notice or by continuing to browse otherwise. Learn more and customize Reject Accept