The Impact of the SECURE Act – Part 2
If you are creating a new estate plan, or looking to update your pre-existing plan, it is important to understand the available strategies to avoid drawbacks of the new SECURE Act that may impact how your pass on your retirement account proceeds. On January 1, 2020,...
The Impact of the SECURE Act – Part 1
On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades. The changes ushered in by the SECURE Act may have dramatic implications...
Airtight Asset Protection of Your Children’s Inheritance – Part 2
If you are planning to leave behind any amount of money or assets for your children, you likely want to do everything you can to protect your children’s inheritance from being lost or squandered. The most recent example of someone irresponsibly blowing through...