Wealth Management

The Digital Estate Checklist Grows

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.

Do’s and Don’ts for IRA Beneficiaries

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.

Ask a trust officer: Personal property

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?