Estate Planning Flashcards
1
Q
Disclaim Bequest
A
2
Q
Power of Attorney vs Power of Appointment
A
3
Q
Property Ownership
A
4
Q
Probate Process
A
5
Q
Gifting Strategies
A
6
Q
Gifting Chart
A
7
Q
Financial Securities
A
8
Q
Tax due on a $1million
A
9
Q
How a Trust is taxed
A
10
Q
AGI Ceilings
A
11
Q
CRATs , CRUTs, PIFs
A
12
Q
Exceptions Terminable
A
13
Q
Objectives of Life Insurance
A
14
Q
Transfer for Value
A
15
Q
Alternative Tax Deductions
A
16
Q
Installment Payment of Estate Tax
A
17
Q
Exceptions, Exclusions, and Exemptions
A
18
Q
Know this information
A
