What Is a Beneficiary?

September 25, 2019 admin 0

A beneficiary is any person who gains an advantage and/or profits from something. In the financial world, a beneficiary typically refers to someone eligible to […]

Administration Bond

September 24, 2019 admin 0

DEFINITION of Administration Bond An administration bond is a bond that is posted on behalf of an administrator of an estate to provide assurance that […]

Form 706-NA Overview

September 24, 2019 admin 0

What Is Form 706-NA: United States Estate (and Generation-Skipping Transfer) Tax Return? Form 706-NA: United States Estate (and Generation-Skipping Transfer) Tax Return is a tax […]

Legacy Planning

September 23, 2019 admin 0

What Is Legacy Planning? Legacy planning is a financial strategy that prepares a person to bequeath their assets to a loved one or next of […]

6 Books for Estate Planning

September 22, 2019 admin 0

Table of Contents Expand No Written Will By Dave Ramsey Authors Klein and Berrie By Jeffrey Condon By Goldstone, Hughes, Whitaker Author Mary Randolph By […]

What is estate planning?

September 22, 2019 admin 0

Estate planning involves making plans for the transfer of your estate after death. Your estate is all the property that you own. It can include […]