Monthly Archives: July 2013

IRA Beneficiary Designations

It is important to pass your IRA assets onto your heirs with appropriate IRA beneficiary designation to avoid unnecessary income taxes. When you open a traditional IRA you are required to complete and sign a beneficiary designation form naming the

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Digital Assets

Does your family know how and where to access sentimental family treasures such as digitally scanned family photos? How about your online bank, credit card, and investment accounts, investment. How about your social media accounts and your other “digital assets“?

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Posted in Legal News and Views
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