Life Estate

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Dictionary Says

Definition of 'Life Estate'

A type of estate that only lasts for the lifetime of the beneficiary. A life estate is a very restrictive type of estate that prevents the beneficiary from selling the property that produces the income before the beneficiary's death. But the estate cannot continue beyond the life of the beneficiary.

Investopedia Says

Investopedia explains 'Life Estate'

Life estates are often created by donors who feel that their beneficiary will benefit more from the income from the estate than a lump-sum inheritance. Therefore these estates are invested in various income-producing instruments, such as bonds, CDs, oil and gas leases, REITs and other similar investments.

Related Definitions

Search results for

'Life Estate'

  • Estate Planning: Life Insurance In Estate Planning | Investopedia

    http://www.investopedia.com/university/estate-planning/estate-planning10.asp
    Estate Planning: Life Insurance In Estate Planning. ... However, there are three
    circumstances that cause life insurance to be included in the decedent's estate: ...

  • Advanced Estate Planning: Reviewing Life Matters And Planning ...

    http://www.investopedia.com/university/estate-planning-guide/estate-planning7.asp
    Advanced Estate Planning: Reviewing Life Matters And Planning. ... Seeking the support
    of life insurance agents who provide estate tax planning services; ...

  • Estate Planning: Introduction | Investopedia

    http://www.investopedia.com/university/estate-planning/
    ... Trusts; Estate Planning: Charitable Trusts; Estate Planning: Estate Taxation;
    Estate Planning: Life Insurance In Estate Planning; Estate ...

  • 4 Ways To Minimize Estate Taxes

    http://www.investopedia.com/articles/tax/11/4-ways-minimize-estate-tax.asp
    ... Savings, Taxes. Estate planning is a very important process in maintaining and
    efficiently transferring the wealth you've accumulated throughout your life. ...

  • How To Avoid Taxation On Life Insurance Proceeds

    http://www.investopedia.com/articles/pf/06/transferlifeinsurance.asp
    ... Life Insurance Trusts A second way to remove life insurance proceeds from your taxable
    estate is to create an irrevocable life insurance trust (ILIT). ...

  • Top 8 Estate Planning Mistakes Slideshow | Investopedia

    http://www.investopedia.com/slide-show/estate-planning-mistakes/life-insurance.aspx
    ... Life insurance is vital to single-income and lower income families. If your estate
    doesn't amount to enough to replace your income in terms of supporting your ...

  • Cut Your Tax Bill With Permanent Life Insurance

    http://www.investopedia.com/articles/pf/07/permanent_life_insurance_taxes.asp
    ... Shelter From Higher Taxes If you think that income and estate taxes will skyrocket,
    permanent life insurance can help you transfer wealth into a shelter that ...

  • Does Life Insurance Make Sense When You Retire? - Investopedia.com

    http://financialedge.investopedia.com/financial-edge/0911/Does-Life-Insurance-Make-Sense-When-You-Retire.aspx
    ... pension entitlements will be enough to leave your spouse comfortable if you were
    to die, you may not need life insurance to carry out your estate's wishes. ...

  • Estate Planning: 16 Things To Do Before You Die

    http://www.investopedia.com/articles/retirement/10/estate-planning-checklist.asp
    ... As you get older, life throws new curve balls at you such as considerations for
    long-term care insurance and protecting your estate from a large tax bill or ...

  • 5 Things You Didn't Know About Life Insurance - Investopedia.com

    http://financialedge.investopedia.com/financial-edge/0811/5-Things-You-Didnt-Know-About-Life-Insurance.aspx
    ... estate. Life insurance proceeds, however, do not need to go through probate
    unless the estate is named as the beneficiary. (These ...

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