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  2. 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 ...

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

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

    The named beneficiary will typically need to provide a death certificate — along with other required forms, such as tax waivers in certain states — to the brokerage firm, and the transfer will ...

  4. 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 ...

  5. 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.

  6. What Do My Beneficiaries Need to Know About Trusts & Money? - AOL

    www.aol.com/finance/does-beneficiary-money-trust...

    Continue reading → The post How Does a Beneficiary Get Money From a Trust? appeared first on SmartAsset Blog. Skip to main content. Sign in. Mail. 24/7 Help. For premium support please call: ...

  7. QTIP Trust - Wikipedia

    en.wikipedia.org/wiki/QTIP_Trust

    QTIP trust is a type of trust and an estate planning tool used in the United States. "QTIP" is short for "Qualified Terminable Interest Property." A QTIP trust is often used in order to take advantage of the marital deduction and still control the ultimate distribution of the assets at the death of the surviving spouse.

  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...

    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 ...

  9. Primary Insurance Amount - Wikipedia

    en.wikipedia.org/wiki/Primary_Insurance_Amount

    The Primary Insurance Amount (PIA [1]) is a component of Social Security provision in the United States. Eligibility for receiving Social Security benefits, for all persons born after 1929, requires accumulating a minimum of 40 Social Security credits.