Estate Planning

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  1. How is Warren Buffett Plan bequeathing his estate?

    Find out how much Warren Buffett is leaving for his heirs and how he wants the funds invested after his death.
  2. How To Set Up a Trust Fund If You're Not Rich

    You don't need to be wealthy to create your own trust fund. Here's why and how to go about it.
  3. 8 Celebrities Who Died Without a Will

    Here is a list of celebrities who amassed a fortune but died without leaving a will, leading to lengthy court battles and ...
  4. Exemption Trust

    An exemption trust helps minimize or eliminate federal estate taxes on a married couple's estate. The trust holds the assets ...
  5. Gross Estate

    Gross estate is the gross value of a person's estate at the time of their death before liabilities such as outstanding debt ...
  6. Nataros v. Fine Arts Gallery of Scottsdale

    Nataros v. Fine Arts Gallery of Scottsdale is a court case that challenged assumptions about appraisals and fair market value ...
  7. Bonhams

    Bonhams is a London-based auction house specializing in the sale of art and antiques.
  8. Executrix

    An executrix refers to a woman who will serve as the executor of a person's last will and testament upon their death.
  9. Accumulation Unit

    An accumulation unit is 1) the value invested in a variable annuity account or 2) an investment where a unit trust’s income ...
  10. 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 ...
  11. 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 ...
  12. 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.
  13. 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, ...
  14. 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 ...
  15. Joint

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

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

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

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

    An executor is an individual appointed to administrate the estate of a deceased person. The executor's main duty is to carry ...
  20. 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.
  21. 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). ...
  22. 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 ...
  23. How to Establish a Blind Trust

    A blind trust is a type of living trust in which neither the grantor nor the beneficiary have no control over or knowledge ...
  24. Estate Planning For Canadians

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

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

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

    Trusts are an estate plan's anchor, but the terminology can be confusing. We cut through the clutter.
  28. 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 ...
  29. 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.
  30. 5 Retirement Questions Everyone Must Answer

    Retirement planning can be overwhelming at first, if you can answer these five questions, you're well on your way to generating ...
  31. Active Retention

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

    A disclaimer trust is one that has embedded provisions that allow a surviving spouse to put specific assets under the trust.
  33. Common Post-Retirement Risks To Be Aware of

    These unexpected bumps can sideline your retirement plans and prevent you from outlasting your assets. Understand the retirement ...
  34. Can You Trust Your Trustee?

    Ignorance and incompetence can cost you money. Make sure your trustee is up to the task.
  35. 4 Things To Consider Before Becoming An Estate Executor

    It is an honor to be selected as an executor, executing a will takes more work than you might think. Here are some things ...
  36. 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 ...
  37. Land Ownership: Freehold vs Nonfreehold Estates

    Estates in land are divided into two main classifications: freehold estates and nonfreehold estate, learn about your rights ...
  38. Why You Need a Letter of Intent Will

    A letter of intent is a useful and helpful adjunct to other legally binding documents. If you don't have one, do it now. ...
  39. Estate Planning

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

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

    A settlor is the entity that establishes a trust and legally transfers control of an asset to a trustee, who manages it for ...
  42. Understanding How Top Trust Companies Operate

    Trust companies perform a wide range of services related to investment and asset management. Learn why to use a trust company ...
  43. Private Annuity

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

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

    Wealth is a measure of the value of all of the assets of worth owned by a person, community, company or country.
  46. 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 ...
  47. 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. ...
  48. Business Continuity Planning (BCP)

    Business continuity planning is the creation of a strategy to ensure that personnel and assets are protected and able to ...
  49. 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 ...
  50. Successive Periods

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