You Can Almost Take it with You: Commonsense Investing and Estate Planning |
Contents
The Great Secret | 3 |
Taking Control | 13 |
Playing the Interest Game | 21 |
Copyright | |
15 other sections not shown
Common terms and phrases
acquire active investors amount assets upon death assume attorney avoid probate bank accounts beneficiaries benefits brokerage firms bypass trust clients co-trustee common stocks companies compound interest corporate trustee court create a trust death taxes decedent's deductions distributed dividends economy estate planning example executor federal estate tax fees financial planners gross estate heirs holding title income and principal individuals inflation interest rates investment advisors investment and estate investment product investment strategy joint tenants lawyer lifetime marital deduction ment money market funds mutual funds paid passive investors payments percent per annum period price-earnings ratio professional promote purchase Q-TIP rate of interest real property receive reinvested responsibility retirement plan revocable living trust risk sell shares sold Standard & Poor's stocks and bonds subject to probate surviving spouse tax planning tax shelters tenancy trust assets trust department trustor York Stock Exchange zero-interest bond