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  2. Estate planning - Wikipedia

    en.wikipedia.org/wiki/Estate_planning

    Estate planning may involve a will, trusts, beneficiary designations, powers of appointment, property ownership (for example, joint tenancy with rights of survivorship, tenancy in common, tenancy by the entirety), gifts, and powers of attorney (specifically a durable financial power of attorney and a durable medical power of attorney).

  3. How To Tackle Estate Planning Conversations During the ... - AOL

    www.aol.com/tackle-estate-planning-conversations...

    Whether it’s the holidays or after, here’s how to tackle estate planning conversations. For You: 3 Signs You’ve ‘Made It’ Financially, According to Financial Influencer Genesis Hinckley

  4. Estate Planning: 7 Things To Make Sure You Do - AOL

    www.aol.com/estate-planning-7-things-sure...

    From power of attorney to wills and trusts — here's how to prepare for end-of-life care and estate taxes.

  5. Will and testament - Wikipedia

    en.wikipedia.org/wiki/Will_and_testament

    Legatee – beneficiary of personal property under a will, i.e., a person receiving a legacy. Probate – legal process of settling the estate of a deceased person. Residuary estate - the portion of an estate remaining after the payment of expenses and the distribution of specific bequests; this passes to the residuary legatees.

  6. Life estate - Wikipedia

    en.wikipedia.org/wiki/Life_estate

    The ownership of a life estate is of limited duration because it ends at the death of a person. Its owner is the life tenant (typically also the 'measuring life') and it carries with it right to enjoy certain benefits of ownership of the property, chiefly income derived from rent or other uses of the property and the right of occupation, during his or her possession.

  7. Estate Tax Planning Tips For 2023 - AOL

    www.aol.com/finance/know-estate-tax-planning...

    The more planning you do now, the more you might be able to offset your estate tax liability or reduce inheritance taxes for your heirs. Talking to your financial advisor is a good place to start ...

  8. Estate (law) - Wikipedia

    en.wikipedia.org/wiki/Estate_(law)

    The allodial or fee simple interest is the most complete ownership that one can have of property in the common law system. An estate can be an estate for years, an estate at will, a life estate (extinguishing at the death of the holder), an estate pur autre vie (a life interest for the life of another person) or a fee tail estate (to the heirs ...

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    related to: estate planning house to children template sample free excel document