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

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

    However, some states have their own estate or inheritance taxes with much lower thresholds — for example, Massachusetts taxes estates over $2 million if the death occurred after January 2023.

  3. What not to do after losing a spouse or partner: A financial ...

    www.aol.com/finance/financial-checklist-after...

    To access a bank account after the death of a spouse or partner, you must be a joint account holder, a named beneficiary or an executor of the estate. Even if you do have access to the accounts ...

  4. Consolidated Omnibus Budget Reconciliation Act of 1985

    en.wikipedia.org/wiki/Consolidated_Omnibus...

    The Consolidated Omnibus Budget Reconciliation Act of 1985 (COBRA) is a law passed by the U.S. Congress on a reconciliation basis and signed by President Ronald Reagan that, among other things, mandates an insurance program which gives some employees the ability to continue health insurance coverage after leaving employment. COBRA includes ...

  5. Is It Possible for My Beneficiaries to Transfer Property ...

    www.aol.com/beneficiaries-transfer-property...

    Continue reading → The post How to Transfer Property Out of a Trust After Death appeared first on SmartAsset Blog. After a grantor passes away, becoming the trustee can be daunting, especially ...

  6. Estate tax in the United States - Wikipedia

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

    Only the state of Maryland taxes both the estate of the deceased and the beneficiary. Proponents of the tax say the term "death tax" is imprecise, and that the term has been used since the nineteenth century to refer to all the death duties applied to transfers at death: estate, inheritance, succession and otherwise. [96]

  7. Stepped-up basis - Wikipedia

    en.wikipedia.org/wiki/Stepped-up_basis

    The tax code of the United States holds that when a person (the beneficiary) receives an asset from a giver (the benefactor) after the benefactor dies, the asset receives a stepped-up basis, which is its market value at the time the benefactor dies (Internal Revenue Code § 1014(a)).

  8. Equal Access to COBRA Act - Wikipedia

    en.wikipedia.org/wiki/Equal_Access_to_COBRA_Act

    The Equal Access to COBRA Act was a bill which would amend the Internal Revenue Code, the Employee Retirement Income Security Act of 1974, and the Public Health Service Act to extend COBRA health insurance coverage to qualified beneficiaries, defined to include domestic partners.

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

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

    This could affect the beneficiaries of your estate, as they may lose out on some money or assets because of the debts that have to be paid off. ... This means that a surviving spouse must pay the ...