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  1. 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 …

  2. 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 …

  3. 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.

  4. 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 …

  5. 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, …

  6. 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.

  7. 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 …

  8. 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.

  9. 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.

  10. 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 …