Death Tax Clause

Family Office Definition: Death Tax Clause

Death Tax Clause definition: The death tax clause in a will names the accounts from which all related death taxes are to be paid.

Download our free Family Office Report to learn more about the family office industry.

Read more Family Office Definitions

Tags: What is death tax clause?, death tax clause definition, death tax clause family office, death tax clause term, define death tax clause, death tax clause wealth management, death tax clause multi-family office, death tax clause single family office

7 More Family Office Resources:

Exordium Clause Family Office Definition: Exordium Clause Exordium Clause definition: An exordium clause is the introductory statement in a will which names the individual testator, the purpose of the document as a will, and revokes all ...
Non-Contestability Clause Family Office Definition: Non-Contestability Clause Non-Contestability Clause definition: A non-contestability clause is a statement in a will which penalizes any beneficiaries that challenge the will by reducing or eliminating their portion of the estate. Download ...
Fiduciary Powers Clause Family Office Definition: Fiduciary Powers Clause Fiduciary Powers Clause definition: A fiduciary powers clause is a statement in a will outlining the powers of the named fiduciaries. Download our free Family Office Report to learn more ...
Fiduciary Appointment Clause Family Office Definition: Fiduciary Appointment Clause Fiduciary Appointment Clause definition: A fiduciary appointment clause is a statement in a will naming the fiduciaries, executors, and/or guardians. Download our free Family Office Report to learn more about ...
Payable-On-Death Accounts Family Office Definition: Payable-On-Death Accounts Payable-On-Death Accounts definition: Payable-on-death accounts include bank or credit union accounts (i.e. checking, savings, certificates of deposit, savings bonds). These accounts can be distributed to named beneficiaries upon the ...
Transfer-On-Death Accounts Family Office Definition: Transfer-On-Death Accounts Transfer-On-Death Accounts definition: Transfer-on-death accounts includes investment accounts (i.e. stocks, bonds, and mutual funds) and in some states, vehicles and real estate property. These assets can be transferred to ...
Guaranteed Death Benefit for Annuity Family Office Definition: Guaranteed Death Benefit for Annuity Guaranteed Death Benefit for Annuity definition: When the annuity account holder dies before receiving any payments, the guaranteed death benefit pays the beneficiary the higher of ...

Author

Visit Authors Website | All Articles From This Author

Fatal error: Call to a member function get_links() on a non-object in /home/content/r/i/c/rich44952/html/FamilyofficesGroup/wp-content/themes/redframe/single.php on line 72