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Finance Dictionary and Glossary of Investment Terms

Estate Planning [1] [2] [3]  [all]

Accelerated benefits
Accident and Health Benefits
Accidental death benefit
Administrator
Alternative Minimum Tax
Alternative Minimum Tax (AMT)
AMT
Annuity, Single Life
Annuity, Split
Bank trust department
Beneficiary
Bypass trust
Cash surrender value
Cash value
Cash value life insurance policy
Catastrophic coverage
Certified Financial Planner
Certified Financial Planner (CFP)
Charitable lead trust
Charitable remainder trust
Chartered Financial Consultant
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ChFC
CLU
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Commercial property
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Convertible bond
Credit life insurance
Death Cross
Death play
Death Put
Death Spiral
Death Valley Curve
Death-backed bonds
Diversification
Double indemnity
Dread Disease Rider
Dual life insurance
Escheat
Estate
Estate planning
Estate tax
Executor
Exemption Trust
Face amount
Financial needs approach
Financial planner
Flower Bond
FREIT
Generation-skipping transfer or trust
Goal
Gross estate
Heir
Imbalance of orders
In intestacy
Inheritance
Inherited IRA
Intestate
Joint tenants with right of survivorship
Key man (or woman) insurance
Letters testamentary
Life Insurance
Living benefits
Living trust
Marital Deduction
Mortality tables
Mortgage life insurance
Net estate
Nuncupative Will
Occupational hazard
Per stirpes
Percent Other
Permanent life insurance
Personal Active Strategy
Probate
Provision
Qualified Distribution
Remainder
Reorganization
Restatement
Revisionary trust
Revocable trust
Revocation
Second-to-die insurance
Step up in basis
Straight term insurance policy
Surrender value
Survivor benefit
Survivorship insurance
Tax basis
Tax Court
Taxpayer Relief Act of 1997
Tenants By Entirety - TBE
Tenants In Common - TIC
Term insurance
Term life insurance
Terminal Year
Testamentary trust
Testate
Trust company
Unified Tax Credit
Universal life
Variable death benefit
Variable life
Variable life insurance policy
Variable universal life
Wealth Management
Whole life
Whole life insurance
Will
Workers Compensation
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