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  2. Concurrent estate - Wikipedia

    en.wikipedia.org/wiki/Concurrent_estate

    This form of ownership is common between spouses, parent and child, and in any other situation where parties want ownership to pass immediately and automatically to the survivor. For bank and brokerage accounts held in this fashion, the acronym JTWROS is commonly appended to the account name as evidence of the owners' intent.

  3. Administration (probate law) - Wikipedia

    en.wikipedia.org/wiki/Administration_(probate_law)

    The court does this by granting letters of administration to the person so entitled. Grants of administration may be either general (where the deceased has died intestate) or limited. [1] The order in which the court will make general grants of letters follows the sequence: The surviving spouse, or civil partner, as the case may be; The next of ...

  4. Age-restricted community - Wikipedia

    en.wikipedia.org/wiki/Age-restricted_community

    [1] [2] In most cases a younger spouse or significant other is permitted to live in the community as long as one member meets the minimum age requirement. [ 3 ] [ 4 ] Age-qualified communities, also known as 55+ communities , active adult communities , lifestyle communities , or retirement communities , are often planned communities that offer ...

  5. Will and testament - Wikipedia

    en.wikipedia.org/wiki/Will_and_testament

    As a simple example, under Iowa law (see Code of Iowa Section 633.238 (2005) Archived 2018-06-27 at the Wayback Machine), the deceased spouse leaves a will which expressly devises the marital home to someone other than the surviving spouse. The surviving spouse may elect, contrary to the intent of the will, to live in the home for the remainder ...

  6. Can I collect both my dead spouse’s Social Security and my ...

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

    If the surviving spouse is at full retirement age or older, they can receive 100% of the deceased's benefit amount. If they’re between 60 and full retirement age, they’ll get between 71.5% and ...

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

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

    If the surviving spouse is at full retirement age or older, they can receive 100% of the deceased's benefit amount. If they’re between 60 and full retirement age, they’ll get between 71.5% and ...

  8. Inherited IRA rules: 7 things all beneficiaries must know - AOL

    www.aol.com/finance/inherited-ira-rules-7-things...

    Inherited IRA rules: 7 key things to know 1. Spouses get the most leeway. If someone inherits an IRA from their deceased spouse, the survivor has several choices of what to do with it:

  9. Life estate - Wikipedia

    en.wikipedia.org/wiki/Life_estate

    The ownership of a life estate is of limited duration because it ends at the death of a person. Its owner is the life tenant (typically also the 'measuring life') and it carries with it right to enjoy certain benefits of ownership of the property, chiefly income derived from rent or other uses of the property and the right of occupation, during his or her possession.