Updating your will every few years is a great idea, and there are many additional things you can do to make it easier for your executor and create a smoother transition of assets. One of those things is to address digital assets.
Inheriting an IRA, as welcome as it may be, comes with complications. If you are a surviving spouse, there are special favorable choices for you, and this article is not for you. Nonspouse beneficiaries need to know a number of rules.
DEAR TRUST OFFICER: I’ve been appointed the executor for my mother’s estate, who died recently. What do I do about the things in her house?