7 More Family Office Resources:

• Living Trust Family Office Definition: Living Trust Living Trust definition:  A living trust is created and funded during the grantor's lifetime. (As opposed to a testamentary trust, which is created following a grantor's death.)  The grantor ...
• Revocable Living Trust Family Office Definition: Revocable Living Trust Revocable Living Trust definition:  A revocable living trust is funded while the trustor is living. Benefits of revocable living trusts are that they are not subject to probate, ...
• Advance Directive Family Office Definition: Advance Directive Advance Directive definition:  An Advance Directive is a critical document along with a will.  This document defines the end-of-life and critical care wishes of the owner (for example, views on ...
• Grantor Trust Family Office Definition: Grantor Trust Grantor Trust definition:  see living trust definition for more information. Download our free Family Office Report to learn more about the family office industry. Read more Family Office Definitions Tags: What is grantor ...
• Pour-Over Will Family Office Definition: Pour-Over Will Pour-Over Will definition:  A pour-over will is a legal document that upon your death transfers assets to an established living trust that you did not transfer during your lifetime. Download ...
• Inter Vivos Trust Family Office Definition: Inter Vivos Trust Inter Vivos Trust definition:  see living trust definition for more information. Download our free Family Office Report to learn more about the family office industry. Read more Family Office Definitions Tags: What ...
• Estate Transfer Family Office Definition: Estate Transfer Estate Transfer definition:  Estate transfer is the legal process by which an individual transfers property to heirs (either while living as a gift or sale or once deceased through ...