7 More Family Office Resources:

• Estate Tax Family Office Definition: Estate Tax Estate Tax definition:  A tax placed on the value of a deceased person's taxable estate before distributions are made.  Assets transferred to spouses or charities are generally exempt from ...
• Generation-Skipping Transfer Tax Family Office Definition: Generation-Skipping Transfer Tax Generation-Skipping Transfer Tax definition:  Assets transferred to generations two or more below the deceased person are subject to additional taxes if the amount exceeds the allowable exemption.  For ...
• Transfer Fax Family Office Definition: Transfer Fax Transfer Fax definition:  Transfer taxes can come in the form of estate taxes, gift taxes, or generation-skipping transfer taxes. An estate plan addresses methods to minimize these taxes to ...
• Estate Family Office Definition: Estate Estate definition:  Estate refers to the assets (and liablities) owned by a deceased person before they are distributed. Download our free Family Office Report to learn more about the family office industry. Read ...
• Estate Plan Family Office Definition: Estate Plan Estate Plan definition:  An estate plan outlines the orderly distribution of your personal assets following your death. The plan may include caring for children, preserving wealth, minimizing taxes and ...
• Estate Split Family Office Definition: Estate Split Estate Split definition:  An estate split ignores the marital deduction available to surviving spouses to inherit all assets free of estate taxes. Instead of joint ownership between spouses, tentants ...
• Estate Trust Family Office Definition: Estate Trust Estate Trust definition:  An estate trust is a type of marital trust that provides discretionary income to a surviving spouse.  Principal and income are transferred to the estate of ...