The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. The first article in this series examined the SECURE Act. This article examines some planning strategies for dealing with the SECURE Act. Read on to learn more.
Brandon McGee enjoys a successful law practice focusing on estate planning, elder law, Medicaid preplanning and crisis planning, and probate. Brandon and his team combine legal skills with compassion and understanding to develop estate plans that are personalized to the needs of each of their clients.
Latest posts by Brandon McGee (see all)
- What To Do If You’re Not Confident in Your Estate Plan - December 7, 2022
- Common Mistakes in Estate Planning – Part I - December 6, 2022
- The Top Causes of Estate Planning Failure - November 30, 2022
