Articles related to the category "Wealth"
5 by 5 Power in TrustA-B TrustAbeyanceAbsolute BeneficiaryAcceptance of Office by TrusteeAccount in TrustAccounting MethodActive TrustAdjusted Gross EstateAdministration BondAdministratorAdvance DirectiveAgency by NecessityAggressive Growth FundAlaska Trust ActAlternate BeneficiaryAnnual ExclusionAsset Protection Trust (APT)Authorized InvestmentAverage Annual YieldBankruptcy TrusteeBare TrustBeneficial InterestBeneficiaryBeneficiary ClauseBeneficiary of TrustBequestBlack MondayBlend FundBlind TrustBullet GICCanadian Royalty Trust (CanRoy)Carryover BasisCash Distribution Per Unit (CDPU)Cestui Que VieCharitable Lead TrustCharitable Remainder Annuity Trust (CRAT)Charitable Remainder TrustChartered Trust And Estate PlannerCheck HoldClifford TrustCodicilCollective Investment Fund (CIF)Commingled Trust FundCommon Law PropertyComplete Guide to Estate PlanningConservatorshipConspicuous ConsumptionConsumer ReportsContingent BeneficiaryCoverdell Education Savings Account (ESA)Credit Shelter Trust (CST)Crummey PowerCrummey TrustCurtesyCy Pres DoctrineDecamillionaireDecedentDeclaration Of TrustDefalcationDisclaimer TrustDiscretionary BeneficiaryDistributable Net Income (DNI)Donee BeneficiaryDormancy FeeDowerDynasty TrustEarly WithdrawalEconomic ManEndowmentEngel's LawEscheatEstateEstate FreezeEstate TaxExecutorExecutrixExemption TrustExit VisaExonerationExordium ClauseFamily OfficesFiduciary NegligenceFinal Return for DecedentFinancial Power of AttorneyFinancial TherapyForm 706-NAFound MoneyFully VestedGeneration-Skipping Trust (GST)GiftGift Causa MortisGift in TrustGift Inter VivosGift LetterGifted StockGoal-Based InvestingGolden CoffinGrantor Retained Annuity Trust (GRAT)Grantor Trust RulesGross EstateGross Profit MarginHealthcare Power of Attorney (HCPA)HeirHigh-Net-Worth Individual (HNWI)Holographic WillIdle FundsImmediate BeneficiaryIncentive TrustIncome in Respect of a Decedent (IRD)Income TrustIncorporated TrusteeInheritanceInherited StockIntentionally Defective Grantor Trust (IDGT)Inter-Vivos TrustIntestacyIntestateInvestment BankIrrevocable Income-Only Trust (IIOT)Irrevocable TrustLast Will and TestamentLegacy PlanningLife EstateLifestyle InflationLiving TrustLiving WillLuxury ItemManagement RiskMiddle ClassMillennialsMoney LaunderingMutual WillNamed BeneficiaryNational Association of Estate Planners and Councils (NAEPC)National Credit Union Administration (NCUA)Net WorthNext of KinNEXUSNon-Accredited InvestorNon-Contestability ClauseNotaryNotice to CreditorsNuncupative WillOral WillPari-PassuPayable on Death (POD)Per StirpesPersonal RepresentativePersonal TrustPositional GoodsPour-Over WillPower of Attorney (POA)Primary BeneficiaryPrivate BankingPrivate FoundationProbateProbate CourtQualified Domestic Trust (QDOT)Qualified Personal Residence Trust (QPRT)Qualified Terminable Interest Property (QTIP) TrustQualified TrustRabbi TrustReceiverRecessionistaRegulation MRemaindermanRepurchase Agreement (Repo)Resolution Trust Corporation (RTC)Return on Assets (ROA)Return on Equity (ROE)Reverse Culture ShockReverse Morris Trust (RMT)Revocable TrustRisk AverseSandwich GenerationSecondary BeneficiarySee-Through TrustSelling Out of TrustSettlor Defined LegallySmart Traveler Enrollment ProgramSotheby'sSpecial Needs TrustSpecial Power of AttorneyStatus SymbolStep-Up in BasisSubjective Theory of ValueSuccessionSudden Wealth Syndrome (SWS)Taxable EstateTestamentary TrustTestamentary WillThree-Year RuleTransfer on Death (TOD)TrustTrust CompanyTrust FundTrust PropertyTrust ReceiptTrusteeTrustorTSA PreCheckTurnkey SolutionUltimogenitureUltra-High-Net-Worth Individual (UHNWI)Understanding Revocable BeneficiaryUnified Managed Account (UMA)Unified Managed Household Account (UMHA)Uniform Simultaneous Death ActUniform Transfers to Minors Act (UTMA)Unit Trust (UT)Unlimited Marital DeductionVoluntary TrustWaiver Of NoticeWealth ManagementWidely Held Fixed Investment Trust (WHFIT)Widow's AllowanceWillWillie Sutton RuleWindow Guaranteed Investment ContractWith Benefit of SurvivorshipWorking Class
