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Unit 8 Estate planning

Quiz by Teresa

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25 questions
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  • Q1
    money set aside for the future
    savings
    30s
  • Q2
    a strategy to earn more on your money that the rate of inflation.
    Investing
    30s
  • Q3
    the accumulation of assets over your lifetime
    wealth
    30s
  • Q4
    money set aside for unplanned expenses.
    emergency fund
    30s
  • Q5
    a measure of how quickly an asset can be turned into cash.
    liquidity
    30s
  • Q6
    unplanned or possible events
    contingencies
    30s
  • Q7
    the ability to meet current and future needs while living comfortably.
    financial security
    30s
  • Q8
    a period of time usually in later years when you are not working but are able to meet expenses through other income expenses.
    retirement
    30s
  • Q9
    all that a person owns less debt owned at the time of the person death.
    estate
    30s
  • Q10
    a fund or organization established and maintained for the purpose of supporting an institution or a cause.
    foundation
    30s
  • Q11
    A definite plan for the administration and disposition of one's property during one's life-time and at one's death
    estate planning
    30s
  • Q12
    The legal declaration of a person's mind as to the disposition of his or her property after death
    will
    30s
  • Q13
    A will that leaves everything to the spouse also called I love you will.
    simple will
    30s
  • Q14
    A will in which the grantor leaves one-half of the adjusted gross estate to the spouse.
    Traditional marital share will
    30s
  • Q15
    A hand-written will.
    Holographic will
    30s

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