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

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

   Your investment account’s transfer process after death depends on how you’ve set it up ... From free DIY to assisted premium options. Get matched with a trusted financial advisor in 4 steps.

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. Totten trust - Wikipedia

   en.wikipedia.org/wiki/Totten_trust

   The name is derived from Matter of Totten, 179 N.Y. 112 (1904), the case decided by the New York Court of Appeals which established the legality of this practice. Although this method of creating a trust did not meet the formal requirements of trust creation, or the testamentary formalities required to make a valid will, the Court noted that such an arrangement typically involved a small ...

5. Gift (law) - Wikipedia

   en.wikipedia.org/wiki/Gift_(law)

   A gift, in the law of property, is the voluntary and immediate transfer of property from one person (the donor or grantor) to another (the donee or grantee) without consideration. There are several type of gifts in property law, most notably inter vivos gifts which are made in the donor's lifetime and causa mortis (deathbed) gifts which are ...

6. Will and testament - Wikipedia

   en.wikipedia.org/wiki/Will_and_testament

   This is an accepted version of this page This is the latest accepted revision, reviewed on 19 January 2025. Legal declaration where a person distributes property at death "Last Will" redirects here. For the film, see Last Will (film). This article possibly contains original research. Please improve it by verifying the claims made and adding inline citations. Statements consisting only of ...

7. What happens to your bank account after you die? - AOL

   www.aol.com/finance/what-happens-to-bank-account...

   “When the account holder passes away, the beneficiary must provide evidence to the bank of the account holder’s death, namely a death certificate, and then the bank will distribute the ...