Wealth Management

A Suboptimal IRA Beneficiary

Charles Sukenik designated his wife as the beneficiary of his IRA. That hardy seems like a controversial move, but it turned out to be.

Where’s Dad’s Password List?

One important new aspect of estate planning concerns “digital assets,” a form of property that only recently has come into existence. Simply stated, digital assets are electronic ones and zeros; that is, information inscribed on a tangible medium or stored in an electronic or other medium and which is retrievable in perceivable form.