/Tag: estate planning santa monica

How to address digital assets in your estate plan

By |2018-07-27T23:58:01+00:00July 30th, 2018|Categories: Estate & Trusts, Tax Planning|Tags: , , , , , |

Digital assets, including things like online bank and brokerage accounts, digital photo galleries, and even email and social media accounts, are just as important to include in your estate plan as material assets.  If you die without addressing these assets in your estate plan, your loved ones or other representatives may not be able to [...]

Planning to leave your IRA to someone other than your spouse?

By |2017-05-24T13:42:03+00:00February 20th, 2017|Categories: Estate & Trusts|Tags: , , , |

An IRA can be a powerful wealth-building tool, offering tax-deferred growth (tax-free in the case of a Roth IRA), asset protection and other benefits. But if you leave an IRA to your children — or to someone else other than your spouse — these benefits can be lost without careful planning. “Inherited IRA” stretches tax [...]

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