- Glossary of Estate Planning Terms🔍
- Glossary of Estate Planning Terminology🔍
- A Glossary of Estate Planning Terms🔍
- 15 Estate planning Terms to Add to Your Vocabulary🔍
- Glossary of Estate|Planning Terms🔍
- Glossary of Estate Planning Legal Terms🔍
- Estate Planning Terminology You Should Know🔍
- Glossary of Legal Terms used with Estate Planning🔍
Glossary of Estate Planning Terms
Glossary of Estate Planning Terms - American Bar Association
A. A-B trust planning – A common arrangement used in a will when a married testator has an estate with a value that exceeds his or her remaining estate tax ...
Glossary of Estate Planning Terminology - FreeWill
The immediate transfer of assets is triggered when the client passes away. Generally, the payable on death arrangement takes precedent over the distributions ...
Death Taxes: Taxes due by reason of death of an individual. Decedent: A deceased person. Deed: A legal instrument used to transfer title to real property in the ...
15 Estate planning Terms to Add to Your Vocabulary - John Hancock
15 estate planning terms to add to your vocabulary · 1. Beneficiary · 2. Codicil · 3. Decedent · 4. Durable power of attorney (POA) · 5. Healthcare directive.
Glossary - Vanilla's estate planning software
Estate planning is the process of making arrangements for how an individual's assets should be distributed after their death. Typically, the goals of estate ...
Look It Up: A Glossary Of Key Estate Planning Terms
Look it up: A glossary of key estate planning terms · Administrator. · Ascertainable standard. · Attorney-in-fact. · Codicil. · Community ...
The “probate estate” includes all of the estate assets that fall within the jurisdiction of a given probate court. Estate Planning. The process by which a ...
Glossary of Estate-Planning Terms
Glossary of Estate-Planning Terms · Administrator · Advance Directive (aka Healthcare Directive or Living Will) · Durable Power of Attorney · Estate · Executor ...
Glossary of Estate Planning Legal Terms - Klenk Law
Alternate Beneficiary: The beneficiary who would receive the estate or trust assets if the primary beneficiary named dies before the grantor or fails to live ...
Estate Planning Terminology You Should Know - Welch Law LLC
Some common designations include: outright to spouse, outright to adult children, or transfer into trust (which then controls distribution and is sometimes ...
Glossary of Legal Terms used with Estate Planning
Glossary of Legal Terms used with Estate Planning · Administrator · Advanced (Health-Care) Directive · Assets · Beneficiary · Certified Elder Law Attorney ...
Glossary of Estate Planning Terms - Willful
Last will and testament: A legal document that outlines how you wish to distribute your assets such as property (real or personal), money, or care of minor ...
58 Words Commonly Used in Estate Planning & Estate Administration
Estate: The aggregate assets owned by an individual. An estate may have different categories. For example, a trust estate would include all assets held by a ...
Estate Planning Law Terms and Legal Definitions - Trust & Will
Trust. A Trust is a legal document used in estate planning that's made up of three parties. A Grantor (the Trust creator), a Trustee (the person or entity ...
Estate Planning Terms Glossary - Filippi Law Firm
Estate Planning Terms Glossary · Estate: The total net worth of an individual, including assets, property, and debts, at the time of their death. · Estate Plan ...
Estate Planning Glossary | SSB LLC | Dedham, MA lawyers
A goal of estate planning is often to minimize taxes and expenses associated with the settlement of estates. Executor / Personal Representative – A Personal ...
Glossary of Probate and Estate Planning Terms - Opelon LLP
The Trustor (also known as a “Settlor” or a “Grantor”, depending on the attorney's preference) is the person who creates the Trust (i.e. the person who owns ...
Glossary of Estate Planning Terms | Gilfix & La Poll Associates
In this type of living trust, two trusts (trust A and trust B) are created at the time the first spouse dies. By dividing the couple's estate into two trusts at ...
Helper's Portal – Glossary of Estate Planning Terms - Caldwell Law
In most retirement accounts, sometimes referred to as qualified plans, the owner is required to begin making withdrawals from the account by April 1 of the year ...
Glossary of Estate Planning Terms - Texas Trust Law
A Will which names an existing Trust as the principal Beneficiary. Thus, the Probate Estate “pours over” into the Living Trust. It is usually used when someone ...