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