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  2. 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 ... real estate can have the designation via a transfer-on-death deed, and ...

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

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

    Transfer the Deed to the Beneficiary The deed to a property confers ownership, so transferring the deed to the beneficiary is the vital first step. Specifically, you’ll need a quitclaim or grant ...

  4. This Is Who Should Consider Getting a Transfer on Death (TOD ...

    www.aol.com/finance/transfer-death-tod-deed-2023...

    Continue reading → The post How a Transfer on Death Deed Works appeared first on SmartAsset Blog. Skip to main content. Sign in. Mail. 24/7 Help. For premium support please call: 800-290-4726 ...

  5. Probate - Wikipedia

    en.wikipedia.org/wiki/Probate

    In common law jurisdictions, probate is the judicial process whereby a will is "proved" in a court of law and accepted as a valid public document that is the true last testament of the deceased; or whereby, in the absence of a legal will, the estate is settled according to the laws of intestacy that apply in the state where the deceased resided at the time of their death.

  6. 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.

  7. Express trust - Wikipedia

    en.wikipedia.org/wiki/Express_trust

    A trust where, on the death of the life tenant, the property reverts to the person making the gift. Nil Rate Band Discretionary trust UK inheritance tax is payable at 40% on estates worth over £325,000 for the 2009-2010 tax year.

  8. Transfer tax - Wikipedia

    en.wikipedia.org/wiki/Transfer_tax

    Moore, 178 U.S. 41 (1900), confirmed that the estate tax was a tax on the transfer of property as a result of a death and not a tax on the property itself. The taxpayer argued that the estate tax was a direct tax and that, since it had not been apportioned among the states according to population, it was unconstitutional.

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