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.
- How Will You Age in Place and Be Able to Die at Home? - July 5, 2020
- How to Choose the Right Trustee - July 3, 2020
- Beneficiary Designations and Other Non-Probate Transfers - July 3, 2020