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

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

    The way these accounts transfer after death depends entirely on how you structure the ownership — and this structure affects everything from creditor access to whether the account avoids probate.

  3. 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 allows the assets held within a brokerage account or bank account to pass directly to a named beneficiary upon the account holder’s death, thus ...

  4. United States trust law - Wikipedia

    en.wikipedia.org/wiki/United_States_trust_law

    A trust may be created by: (1) transfer of property to another person as trustee during the settlor's lifetime or by will or other disposition taking effect upon the settlor's death; (2) declaration by the owner of property that the owner holds identifiable property as trustee; or (3) exercise of a power of appointment in favor of a trustee. [76]

  5. 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.

  6. Asset-protection trust - Wikipedia

    en.wikipedia.org/wiki/Asset-protection_trust

    A Nevis LLC is often used in conjunction with an asset protection trust because it gives the creator of the trust direct control over the assets if the creator is listed as the manager of the Nevis LLC. This gives the creator added security in that it keeps the assets one step removed from the trustee of the asset protection trust.

  7. Securitization - Wikipedia

    en.wikipedia.org/wiki/Securitization

    Securitization is the financial practice of pooling various types of contractual debt such as residential mortgages, commercial mortgages, auto loans, or credit card debt obligations (or other non-debt assets which generate receivables) and selling their related cash flows to third party investors as securities, which may be described as bonds, pass-through securities, or collateralized debt ...

  8. How to set up an LLC for investments like Series I bonds - AOL

    www.aol.com/finance/set-llc-investments-series...

    An LLC can be useful for a variety of reasons, but especially if you’re looking to invest in Series I bonds or enjoy the privileges offered by a legal structure that provides protection and less ...

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