ESTATE PLANNING
Act of preparing the transfer of an individual’s asset and wealth in the event of his incapacitation or death including the bequest of assets to inheritors and settlement of estate taxes. Such plans are arranged with the help of a lawyer experienced in estate law. Some of the key estate planning tasks are the following: writing a will; restraining estate taxes by putting up trust accounts named to beneficiaries; naming a guardian for living dependents; stating the executor of the estate to administer the will’s terms; creating or updating beneficiaries on plans such as IRAs, life insurance, and 401(k); creating funeral arrangements; and putting up the power of attorney to direct other assets and investments.
POPULAR TERMS
WARF
Weighted Average Rating Factor (WARF) is a measure often used by credit rating companies to determine the credit quality of a portfolio. It allows ...
Trading Arcade
Slang term for an electronic trading facility, often operated by a clearing member, where investors can gather and trade for their own accounts. Bu ...
Double Top and Bottom
In technical analysis, chart patterns explaining movements in a security or other investment drawn like letter W (double bottom) or letter M (doubl ...
Tranches
Part, piece, portion, or slice of a transaction or structured financing. It refers to one of the numerous securities offered at the same time but h ...
Financing Statement
A written document detailing the financing agreement between the lender and the borrower. It should have the names and addresses of the parties inv ...
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ECONOMIC CALENDAR
Time | Country | Indices | Period |
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07:00 | Leading Indicators | Jan | |
07:00 | Leading Indicators | Jan | |
13:00 | CBI retail sales volume balance | Mar | |
13:00 | CBI retail sales volume balance | Mar | |
14:25 | FOMC Member Raphael W. Bostic Speaks | ||
14:25 | FOMC Member Raphael W. Bostic Speaks | ||
16:00 | New Home Sales | Feb | |
16:00 | New Home Sales | Feb | |
01:30 | Westpac Consumer Sentiment | Mar |