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Investing Specialists

Do You Have a Plan for Your Digital 'Estate'?

Christine Benz

Note: This article is part of Morningstar's Retirement Matters Week special report. A version of this article appeared on April 20, 2016.

When a close family member of mine passed away back in the spring, no one was surprised that this meticulous planner had left his financial affairs in good shape. The family's longtime financial advisor coached his wife about how to open an inherited IRA to stretch out the tax-saving benefits of the vehicle, and the family attorney got to work on tying up all of the other loose ends, both financial and legal.

Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.