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CFP Estate Planning

This class was created by Brainscape user Connor Kirkpatrick. Visit their profile to learn more about the creator.

By: Connor Kirkpatrick
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Decks in this class (5)

Estate Planning Basics
Estate planning definition,
Effective transfers definition,
Efficient transfers definition
27  cards
Methods to Transfer Property at Death
Operation of law,
Transferring under contract,
Transferring property under a trust
15  cards
Gifts
What are gift taxes based on,
Net gift,
When would donor have taxable inc...
25  cards
Gross Estate
What goes in the gross estate,
When would life insurance be incl...,
When are gift taxes paid included...
51  cards
Trusts
Spendthrift clause,
Revocable living trust,
Does a revocable living trust avo...
63  cards

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CFP Estate Planning

  • Class purpose General learning

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