Search for: "Tod Beneficiaries on File"
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2 Oct 2015, 9:45 am
This occurs outside of probate, so there are no court filings or long delays. [read post]
17 Jun 2014, 5:45 am
The types of assets typically governed by beneficiary designations include IRAs, pensions, other retirement accounts, life insurance policies, annuities, and pay-on-death (POD) or transfer-on-death (TOD) accounts. [read post]
24 Jun 2011, 8:50 am
" Titling accounts POD or TOD permits the naming of a beneficiary on all sorts of investments. [read post]
23 May 2013, 5:15 pm
The owner must complete a new title listing himself or herself along with the TOD beneficiary. [read post]
26 Feb 2019, 10:45 am
Estate administration refers to the process of probating the estate of a decedent, which generally includes collecting, inventorying and appraising assets; gathering and paying debts; filing and paying estate taxes; and distributing any remaining assets to beneficiaries. [read post]
16 Oct 2014, 6:30 am
Non-probate assets are things like bank accounts and life insurance policies that you have named joint owners or TODs on – they transfer to the named beneficiaries upon your death without any court involvement. [read post]
16 Oct 2014, 6:30 am
Non-probate assets are things like bank accounts and life insurance policies that you have named joint owners or TODs on – they transfer to the named beneficiaries upon your death without any court involvement. [read post]
5 Dec 2017, 4:49 am
, you have updated beneficiaries on your life insurance, retirement accounts, annuities, etc., you use joint ownership effectively, and you use TOD/POD features if available, someone will still need to file documents with the probate court upon your passing.The most important document to file, regardless of how many assets (if any) have to go through probate, is the estate tax return. [read post]
25 Nov 2018, 5:48 pm
Those various code sections are consolidated here to help you sleep a little easier at night:Iowa Code section 598.20A provides that if you list your ex-spouse (or relatives of your ex-spouse) as your beneficiary of life insurance, that designation is ignored.Iowa Code section 598.20B provides that if you list any of the same individuals as beneficiaries of your IRA, annuity, stock option plan, POD (Payable on Death) account, or TOD (Transfer on Death) registration,… [read post]
1 May 2023, 3:00 pm
However, if the gift exceeds $17,000 and the beneficiary is not a spouse, the recipient may need to file a gift tax return. [read post]
30 May 2019, 6:08 am
In other words, the account owner can always change the POD or TOD beneficiary. [read post]
11 Oct 2013, 8:19 am
Upon the filing of a divorce action, there should be consultation with an attorney familiar with the estate plan and appropriate revisions, changes made to any existing will, trust, beneficiary designation, joint ownership of assets. [read post]
10 May 2017, 7:30 am
Bank accounts with a POD or TOD beneficiary listed pass to the beneficiary outside of probate. [read post]
10 May 2017, 7:30 am
Bank accounts with a POD or TOD beneficiary listed pass to the beneficiary outside of probate. [read post]
10 May 2017, 7:30 am
Bank accounts with a POD or TOD beneficiary listed pass to the beneficiary outside of probate. [read post]
5 Feb 2012, 4:00 pm
Depending on the state, vehicles may also be titled with a TOD beneficiary. [read post]
14 Aug 2023, 12:37 pm
Under the old law, upon filing an affidavit with the surrogate the surviving spouse is entitled to the assets of an estate without administration if the assets do not exceed $10,000; similarly, in situations where there is no surviving spouse and the assets of the estate do not exceed $5,000, the heirs are entitled to the assets without administration if one of the heirs files an affidavit with the consent of the remaining heirs. [read post]
27 Dec 2016, 6:19 am
Under the old law, upon filing an affidavit with the surrogate the surviving spouse is entitled to the assets of an estate without administration if the assets do not exceed $10,000; similarly, in situations where there is no surviving spouse and the assets of the estate do not exceed $5,000, the heirs are entitled to the assets without administration if one of the heirs files an affidavit with the consent of the remaining heirs. [read post]
24 Mar 2008, 11:00 pm
By filing out a simple form at the bank or brokerage company’s office, he could have designated Grace as the sole owner of the account upon his death. [read post]
25 Mar 2008, 7:00 am
By filing out a simple form at the bank or brokerage company's office, he could have designated Grace as the sole owner of the account upon his death. [read post]
