Life Insurance Planning & Estate Planning

17.12- What is an "Irrevocable Trust"?

17.13- What is "Life Insurance Planning"?

17.14- What is a "Living Trust (inter vivo trust)"?

17.15- What is "Marital Deduction" specific to Life Insurance and Estate Planning?

17.16- What is a "Revocable Trust"?

17.17- What is "second-to-die Policy" specific to Life Insurance and Estate Planning?

17.18- What is a "Taxable Estate"?

17.19- What is a "Testamentary Trust"?

17.20- What is "Trust" specific to Life Insurance and Estate Planning?

17.21- What is "Unified Credit" specific to Life Insurance and Estate Planning?

17.22- What is a "Will" specific to Life Insurance and Estate Planning?

17.9- What is "Estate Planning"?

17.10- What are "Federal Estate and Gift Taxes"?

17.11- What are "Incidents of Ownership" specific to Life Insurance and Estate Planning?

17.1- What are the four basic steps in the Life Insurance Planning Process?

17.2- What is the method to determine the amount of Life Insurance needed by an individual to attain its financial goals and objectives?

17.3- What are the approaches that can reduce the adverse effects of Inflation on a Life Insurance Program?

17.4- What are the general objectives of Estate Planning and the basic steps in the Estate Planning Process?

17.5- What are the major tools used in Estate planning?

17.6- What are the special advantages of Life Insurance in Estate Planning, and how is Life Insurance Taxed?

17.7- What is a "Credit Shelter Trust (bypass trust)"?

17.8- What is "Dying Intestate" specific to Life Insurance and Estate Planning?

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