FIN4010 Module 8 Key Terms

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Across
  1. 3. Acronym for a document authorizing someone to act on another's behalf in legal or financial matters
  2. 5. A form of property ownership where two or more indiivduals hold title to an asset, passing directly to the survivor upon death
  3. 8. The advisor's subconscious reactions to the client's emotions or behaviors based on their own past
  4. 10. ____________ Transfer Tax is a tax on transfers to beneficiaries who are two or more generations younger than the donor
Down
  1. 1. Breach of duty by a professional resulting in client injury
  2. 2. Strategies to transfer assets to minimize estate taxes
  3. 4. A legal document that outlines how a person's property should be distributed after death
  4. 6. The process of arranging for the accumulation, conservation, and distribution of an estate
  5. 7. The legal process of validating a will and settling an estate
  6. 9. The phenomenon where clients project feelings from past experiences onto their current advisor