7 More Family Office Resources:

• Joint Whole Life Insurance Policy Family Office Definition: Joint Whole Life Insurance Policy Joint Whole Life Insurance Policy definition:  A joint whole life insurance policy insures a group of individuals. The surviving policy owners are paid when the first ...
• Joint Tenants by The Entirety Family Office Definition: Joint Tenants by The Entirety Joint Tenants by The Entirety definition:  Joint tenants by the entirety is the same as joint tenants with right of survivorship for married couples. Download our free ...
• Joint Tenants With Right of Survivorship Family Office Definition: Joint Tenants With Right of Survivorship Joint Tenants With Right of Survivorship definition:  Joint tenants with right of survivorship determines how property is handled upon death of one of the joint ...
• Survivorship Life Insurance Policy Family Office Definition: Survivorship Life Insurance Policy Survivorship Life Insurance Policy definition:  A survivorship whole life insurance policy insures a group of individuals. The death benefit is paid when the last joint owner dies, ...
• Individual Property Family Office Definition: Individual Property Individual Property definition:  Individual property is owned by just one person (one spouse) as opposed to joint or community property. Download our free Family Office Report to learn more about the ...
• Augmented Estate Family Office Definition: Augmented Estate Augmented Estate definition:  In community property or common law states, the surviving spouse is expected to receive at least one third of the augmented estate, which includes assets left ...
• 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 ...