Estate Planning

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  1. Widow's Exemption

    A widow's exemption is one of several forms of state or federal tax relief available to a widowed spouse in the period following ...
  2. What is the Great Wealth Transfer?

    As Baby Boomers age, it's inevitable that their assets will get passed on. Over the next 20 years, there will be a transfer ...
  3. Living and Death Benefit Riders: How Do They Work?

    Find out how living and death benefit riders work, and which type is right for you.
  4. Decamillionaire

    Decamillionaire is a term used for someone with a net worth of over 10 million of a given currency, most often U.S. dollars, ...
  5. Trust-Owned Life Insurance (TOLI)

    Trust-owned life insurance is insurance that resides inside a trust. It is used by many high net worth individuals as the ...
  6. Joint

    Joint is a legal term describing a transaction or agreement where two or more parties act in unison.
  7. Payout Phase

    The payout phase is the phase in an annuity during which payments are made to the annuitant, usually in monthly payments.
  8. Life Expectancy Method

    A life expectancy method calculates IRA payments by dividing the balance of a retirement account by the policyholder's anticipated ...
  9. Systematic Withdrawal Schedule

    Systematic Withdrawal Schedule is a method of withdrawing funds from an annuity account in specified amounts for a specified ...
  10. Executor

    An executor is an individual appointed to administrate the estate of a deceased person. The executor's main duty is to carry ...
  11. What to do when you're left out of a will

    Learn the various legal steps you can take if you are left out of a will.
  12. Form 706-GS(D): Generation-Skipping Transfer Tax Return For Distributions

    Form 706 is a tax form used to calculate taxes due on trust distributions that are subject to a generation-skipping tax (GST). ...
  13. 4 Reasons Estate Planning Is So Important

    Estate planning isn't fun, but without it, the consequences can be devastating for your heirs – or at least, not what you ...
  14. How to Establish a Blind Trust

    ...and the reasons why you might want to do so.
  15. Estate Planning For Canadians

    Trusts, wills, taxes and rules differ by country. Find out what you need to know about estate plans in Canada.
  16. Named Beneficiary

    The term refers to any beneficiary named in a will, a trust, an insurance policy, pension plan accounts, IRAs, or any other ...
  17. Getting Started On Your Estate Plan

    With some preparation, you can save your heirs from paying a hefty estate tax. Here are some tips.
  18. Pick the Perfect Trust

    Trusts are an estate plan's anchor, but the terminology can be confusing. We cut through the clutter.
  19. Gifting Your Retirement Assets To Charity

    There are several things to consider when you want to donate your retirement assets to charity. Read here to make sure you're ...
  20. Inherited IRA Distributions and Taxes: Getting it Right

    If you have inherited an IRA account you don’t need to turn it over to the estate, regardless of what the will says.
  21. 5 Retirement Questions Everyone Must Answer

    Find out what information you need to guide your post-work life planning and achieve your goals.
  22. Active Retention

    Active retention is the practice of protecting against a loss via the designation of specific funds to pay for the expected ...
  23. Disclaimer Trust

    A disclaimer trust is one that has embedded provisions that allow a surviving spouse to put specific assets under the trust.
  24. Common Risks That Can Ruin Your Retirement

    These unexpected bumps can sideline your post-work plans and prevent you from outlasting your assets.
  25. Can You Trust Your Trustee?

    Ignorance and incompetence can cost you money. Make sure your trustee is up to the task.
  26. 4 Things To Consider Before Becoming An Estate Executor

    Executing a will takes more work than you might think. Make sure you are up to the task before agreeing to be an executor. ...
  27. The Executor's Checklist: 7 Things To Do Before They Die

    Being an executor comes with a lot of responsibility, and these tips will reduce the complications that can come with the ...
  28. Nonfreehold Estates In Real Property

    If you have an interest in real estate, read on to find out which type of property you have.
  29. Why You Need a Letter of Intent

    If you don't have a letter of intent in your desk, write one now. Here's why – and what should be in it.
  30. Estate Planning

    Estate planning is the preparation of tasks that serve to manage an individual's asset base in the event of their incapacitation ...
  31. Life Expectancy: It's More Than Just A Number

    Find out how life expectancy determines your life insurance premiums and affects your payout.
  32. Settlor

    A settlor is the entity that establishes a trust and legally transfers control of an asset to a trustee, who manages it for ...
  33. Should You Put Your Faith In A Trust?

    Many institutions want a piece of your portfolio, but trusts can provide a one-stop shop.
  34. Private Annuity

    A private annuity is an agreement in which an annuitant transfers property to an obligor in exchange for payments for the ...
  35. Probate

    A probate is the legal process in which a will is reviewed to determine whether it is valid and authentic.
  36. Wealth

    Wealth is a measure of the value of all of the assets of worth owned by a person, community, company or country.
  37. Boom And Bust Cycle

    A boom and bust cycle is a process of economic expansion and contraction that occurs repeatedly. It is a key characteristic ...
  38. Pre-Market

    Pre-market is trading activity that occurs before the regular market session; it typically occurs between 8:00 and 9:30 a.m. ...
  39. Business Continuity Planning (BCP)

    Business continuity planning is the creation of a strategy to ensure that personnel and assets are protected and able to ...
  40. Family Income Rider

    A family income rider is a life insurance add-on that provides a beneficiary with money equal to the policyholder's monthly ...
  41. Successive Periods

    Successive periods are periods of time that follow one another chronologically and which are linked together by a common ...
  42. Catastrophe Reinsurance

    Catastrophe reinsurance is purchased by an insurance company to reduce its exposure to the financial risks associated with ...
  43. Accumulation Option

    An accumulation option is a policy feature of permanent life insurance that reinvests dividends back into the policy, where ...
  44. Abandonment Clause

    An abandonment clause in a property insurance contract permits the property owner to abandon lost or damaged property and ...
  45. Future Purchase Option

    A future purchase option is a feature of long-term disability insurance that allows policyholders to increase their insurance ...
  46. Entity-Purchase Agreement

    An entity-purchase agreement is a type of business succession plan used by companies that have more than one owner.
  47. Continuous Contract

    A continuous contract is a reinsurance contract that does not have a fixed contract end date and is renewable until terminated ...
  48. Combined Single Limits

    Combined single limits are a provision of an insurance policy that limits the coverage for all components of a claim to a ...
  49. Inherited IRA

    An inherited IRA is an account that is opened when an individual inherits an IRA or employer-sponsored retirement plan after ...
  50. Traditional Whole Life Policy

    A traditional whole life policy is a type of life insurance contract that provides for insurance coverage of the contract ...
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Hot Definitions
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