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2. What Exactly Do I Need to Know About Beneficiaries? - AOL

   www.aol.com/exactly-know-beneficiaries-132408610...

   A beneficiary is a person or entity you designate to receive the benefits of a particular account or policy after your death. Designating, reviewing and updating beneficiaries are basic tasks of ...

3. United States trust law - Wikipedia

   en.wikipedia.org/wiki/United_States_trust_law

   Qualified beneficiaries" are defined as a beneficiary who, on the date the beneficiary's qualification is determined: (A) is a distributee or permissible distributee of trust income or principal; (B) would become a distributee or permissible distributee of trust income or principal if a present distributees' interest ended on that date without ...

4. Does a Beneficiary Designation Overrule a Will? - AOL

   www.aol.com/finance/beneficiary-designations-vs...

   Some financial products like life insurance or tax-advantaged retirement accounts require you to name one or more beneficiaries. However, that's not the case with many assets. For instance, you ...

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

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

   Don’t ignore beneficiary forms An ambiguous, incomplete or missing designated beneficiary form can sink an estate plan. Many people assume they filled out the form correctly at one point.

6. Stepped-up basis - Wikipedia

   en.wikipedia.org/wiki/Stepped-up_basis

   Under IRC § 1014(a), which applies to an asset that a person (the beneficiary) receives from a giver (the benefactor) after the benefactor dies, the general rule is that the beneficiary's basis equals the fair market value of the asset at the time the benefactor dies. This can result in a stepped-up basis or a stepped-down basis.

7. Beneficiary - Wikipedia

   en.wikipedia.org/wiki/Beneficiary

   A beneficiary in the broadest sense is a natural person or other legal entity who receives money or other benefits from a benefactor. For example, the beneficiary of a life insurance policy is the person who receives the payment of the amount of insurance after the death of the insured. In trust law, beneficiaries are also known as cestui que use.