Estate planning in a digital world -
Today, virtually everyone owns (or licenses) digital assets, from email and social media accounts to digital photos and videos to online banking and brokerage accounts. Unlike...more
Pay attention to securities laws when planning your estate -
Do your assets include unregistered securities, such as restricted stock or interests in hedge funds or private equity funds? If so, it’s important to consider...more
12/28/2022
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Asset Management ,
Beneficiaries ,
Disabled Children ,
Document Management ,
Estate Planning ,
Individual Retirement Account (IRA) ,
Inheritance ,
Retirement Plan ,
Securities ,
Successors ,
Trustees
The SECURE Act -
What it means for your retirement and estate plans -
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is one of the most significant pieces of retirement plan legislation in...more