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  2. Writing a Letter of Instruction for Your Estate Plan - AOL

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    Continue reading ->The post Writing a Letter of Instruction for Your Estate Plan appeared first on SmartAsset Blog. Once you've passed away, the executor of your will shepherds the will through ...

  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. What is transfer on death (TOD) for estate planning? - AOL

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    For capital gains, beneficiaries get a step-up in basis to the fair market value of the assets at the date of your death, which can provide significant tax benefits if the assets have appreciated ...

  5. Letters of Administration - Wikipedia

    en.wikipedia.org/wiki/Letters_of_Administration

    Banks, brokerages, and government agencies often require a certified copy of the letters before accepting the administrator's authority to collect the deceased person's assets." [ 1 ] If a deceased has a surviving spouse, this individual will have priority in receiving a letter of administration over others, including children; age alone does ...

  6. Will and testament - Wikipedia

    en.wikipedia.org/wiki/Will_and_testament

    Legatee – beneficiary of personal property under a will, i.e., a person receiving a legacy. Probate – legal process of settling the estate of a deceased person. Residuary estate - the portion of an estate remaining after the payment of expenses and the distribution of specific bequests; this passes to the residuary legatees.

  7. Social Security: Will Program’s Overpayment Issue Get ... - AOL

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    At issue is how many Social Security beneficiaries have been ... letters can submit a request for waiver or reconsideration before 30 days have passed by following the instruction on SSA’s ...

  8. 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.

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