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  2. What is transfer on death (TOD) for estate planning? - AOL

    www.aol.com/finance/transfer-death-tod-estate...

    A transfer-on-death account is an arrangement that ... Upon your death, estate taxes may apply if the total value of your estate exceeds the federal exemption threshold, which is $13.61 million in ...

  3. What happens to your investment accounts after you die? - AOL

    www.aol.com/finance/what-happens-to-investment...

    "To ensure a smooth transfer, you should add a primary and contingent transfer-on-death beneficiary to all accounts," says Kelsey Simasko, an estate planning attorney at Simasko Law in Mount ...

  4. Can I collect my deceased spouse’s Social Security and my own ...

    www.aol.com/finance/collect-dead-spouse-social...

    One very important factor in this regard is the Social Security survivors benefits, essentially a transfer of the deceased’s retirement payout, which a widow or widower can receive once they ...

  5. Estate planning - Wikipedia

    en.wikipedia.org/wiki/Estate_planning

    Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for future incapacity or death. The planning includes the bequest of assets to heirs, loved ones, and/or charity, and may include minimizing gift, estate, and generation-skipping transfer taxes.

  6. Estate tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Estate_tax_in_the_United...

    In addition, a maximum amount, varying year by year, can be given by an individual, before and/or upon their death, without incurring federal gift or estate taxes: [4] $5,340,000 for estates of persons dying in 2014 [5] and 2015, [6] $5,450,000 (effectively $10.90 million per married couple, assuming the deceased spouse did not leave assets to ...

  7. Administrator of an estate - Wikipedia

    en.wikipedia.org/wiki/Administrator_of_an_estate

    The administrator of an estate is a legal term referring to a person appointed by a court to administer the estate of a deceased person who left no will. [1] Where a person dies intestate, i.e., without a will, the court may appoint a person to settle their debts, pay any necessary taxes and funeral expenses, and distribute the remainder according to the procedure set down by law.

  8. Do I have to pay off my spouse's debts when they die? Here's ...

    www.aol.com/finance/pay-off-spouses-debts-die...

    Commercial real estate has beaten the stock market for 25 years — but only the super rich could buy in. ... This means that a surviving spouse must pay the debts of the deceased spouse using ...

  9. Options available if an AOL account owner passes away

    help.aol.com/articles/options-available-if-an...

    A copy of the death certificate of the AOL account holder, issued in the United States. If a death certificate is not available, please contact AOL Customer Service at 800-827-6364. You can request the suspension or cancellation of billing and premium services through this form.

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