Voices of The ACTEC Foundation: ACTEC Estate Planning Essentials
ACTEC Fellow and Executive Producer Stacy Singer describes the value of the ACTEC Estate Planning Essentials videos where Fellows explain trust and estate planning basics. This series is a valuable resource for your clients, family and friends.
Additional videos from The Voices of The ACTEC Foundation series:
- Dennis I. Belcher Young Leaders Program
- Mary Moers Wenig Student Writing Competition
- Wills for the Underserved Program
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
Latest ACTEC Trust and Estate Talk Podcasts
Trust Funding Options
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries.
Providing Charitable Assistance to Survivors of a Disaster
Learn how charitable organizations provide disaster relief, including 501(c)(3) rules, fiscal sponsorship, and compliance requirements for aiding survivors.
Disaster Preparedness for Trust and Estate Planning
Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows.