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Piper Jaffray does not provide legal or tax advice. 2003 Piper Jaffray Co. 800 Nicollet Mall Minneapolis Minnesota 55402-7020 Since 1895. REVIEW BENEFICIARY DESIGNATIONS ON IRAS ANNUITIES AND LIFE INSURANCE Make sure your beneficiary designations are up-to-date accommodating all changes in your family situation such as the birth of a new child or a divorce. RETITLE ASSETS IN THE NAME OF THE LIVING TRUST By removing assets from your taxable estate and retitling them in the name of a living...
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