Glossary of Estate Planning Terms

Look it Up: A Glossary of Key Estate Planning Terms | Kemper CPA

Estate planning has a language all its own. While you may be familiar with common terms such as a will, a trust or an executor, ...

Glossary: Wills, Trusts, & Estate Planning | AllLaw

A trust that is created at death, by the terms of a will. Trust. An arrangement under which one person, the grantor, creates a trust, transfers property to it, ...

Glossary - Tarta Law - Comprehensive Estate Planning

Estate Planning represents the generation of a life plan to address various issues regarding taxation both during our life and at our death.

Look it up: A glossary of key estate planning terms - Gerson Preston

Estate planning has a language all its own. While you may be familiar with common terms such as a will, a trust or an executor, you may not be as certain ...

Planned Giving and Estate Planning Glossary

A Comprehensive List of Planned Giving and Estate Planning Terms · A-B Trusts · Charitable gift annuity · Decedent · Estate · General Bequest · Illiquid Assets · Joint ...

A Living What? A Glossary of Estate Planning Terms - St. Louis, MO

Estate Tax: A tax in the form of a percentage of the taxable estate that is imposed on a property owner's right to transfer ownership of property to others ...

Glossary - Estate Planning

Person named to administer an estate (see “administration”). Terminology can differ, and “administrator” and “executor” and “personal representative” may be ...

Understanding Estate Planning Terminology

East Valley estate planning attorney Shane Peterson explains words and phrases that are commonly part of the process of putting an estate plan in place.

Estate Planning Glossary - Absolute Trust Counsel

Glossary: Common Estate Planning Terms Explained Community Property (CP): A form of ownership allowed only between husband and wife, and allowed only in ...

Estate Planning and Estate Terminology - Fromhold Jaffe Adams & Jun

It contains simple explanations of more than 125 words or phrases often found in wills, trusts and other books and articles about estate planning and estate ...

Glossary – Estate Planning Terms and Definitions

Estate Planners - Individuals who specialize and devote 100 percent of their time to the issues and practice of planning estates and whose backgrounds can vary ...

Glossary of estate planning terms - Nottingham Building Society

This is the general term for an executor or administrator. The personal representative is responsible for administering the estate, which means they need to ...

Probate and Estate Planning Glossary - Swiren Law Firm, P.A.

Common Probate And Estate Planning Terms · Beneficiary — A person named to receive property or money in a will, trust or insurance policy · Bequest — The act of ...

Glossary - Weatherby Website

coordinate the amount transferred to a spouse under its terms with property ... He is an excellent choice as an attorney for business and estate planning.

Glossary of Estate Planning Terms - Starr Financial

Glossary of Estate Planning Terms. Administration: The management of a decedent's estate including the payment of expenses, debts and obligations, and the ...

Oregon Estate Planning Glossary

A document in which a person appoints an agent, who has legal authority to manage the person's financial and legal affairs. The term “Durable” means that the ...

Glossary - Spencer Law Firm

Since many estate planning terms come from English common law concepts and the Internal Revenue Code, the Spencer Law Firm LLC offers a glossary to help you ...

Glossary of Estate Planning Legal Terms: Learn All About it!

Estate Tax: Tax imposed on the transfer of property from a decedent to his or her heirs or beneficiaries. The estate tax is levied on and measured by the size ...

Estate Planning Definitions | North Shore Massachusetts

It's putting in place a plan, known as an “estate plan” that says what should happen if you can't take care of things (either because you are incapacitated or ...

FCS5-428: Estate Planning: A Glossary of Terms

Estate — a term used in probate proceedings to refer to all the assets (all property) and liabilities of the deceased person. Page 2. 2. Executor — a person ...