Estate Planning
Empower Your Financial Planning with Concepts Illustrated
January 20, 2022
A—Simple Will
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B—Life Insurance Products
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C—Revocable Living Trust
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D—Life Insurance Trust
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E—Charitable Remainder Trust
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F—QTIP Trust
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G—Attribution
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H—Installment Sale and Private Annuity
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I—Recapitalization
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J—Gifts and Split Gifts
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K—The Estate Funnel
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L—Pour-Over Will
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M—Federal Estate Tax
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N—Trust Will
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O—Generation-Skipping Transfers
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