
Estate Planning Definition & Example | InvestingAnswers
Mar 16, 2021 · Estate planning is the act of preparing for the transfer of a person's wealth and assets after his or her death. Assets, life insurance, pensions, real estate, cars, personal …
Will Definition & Example | InvestingAnswers
Aug 18, 2020 · Estate planning is a complex subject, and it is of particular importance to consult an estate -planning specialist when considering how to distribute assets after death. For more …
Estate Definition & Example | InvestingAnswers
Sep 29, 2020 · An estate is all of an individual’s property and financial assets and liabilities at the time of his or her death.
Qualified Disclaimer Definition & Example | InvestingAnswers
Oct 1, 2019 · Qualified disclaimers offer flexibility in estate planning by essentially offering a way to change the provisions of a will to obtain more favorable tax consequences and/or to ensure …
Commercial Real Estate Definition & Example | InvestingAnswers
Sep 29, 2020 · Commercial Real Estate Example Commercial real estate is any non-residential property used for commercial profit-making purposes. Commercial real estate includes stores, …
Estate Freeze Definition & Example | InvestingAnswers
Sep 29, 2020 · An estate freeze is an estate planning strategy used by an owner to lock in an asset 's value and avoid future tax liability when the asset is transferred to a beneficiary.
BCE -- Board Certified In Estate Planning -- Definition & Example
Nov 11, 2020 · Why Does Board Certified In Estate Planning (BCE) Matter? The BCE program provides a solid foundation of advanced estate planning techniques for the business …
QTIP Trust Meaning, Definition & Example | InvestingAnswers
Sep 29, 2020 · A qualified terminable interest property (QTIP) trust allows a grantor to provide for a spouse after death but retain control of the assets.
Death Tax Definition & Example | InvestingAnswers
Oct 1, 2019 · A death tax, also called an estate tax, is a tax assessed on all or a portion of an inherited estate.
Certified Public Accountant | CPA Definition | InvestingAnswers
Sep 9, 2020 · What is a Certified Public Accountant (CPA)? The certified public accountant (CPA) designation is a professional designation granted by the American Institute of Certified Public …