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.
- Trustee: an Honor and a Responsibility - October 14, 2021
- How to Provide For Your Children After You’re Gone - October 13, 2021
- Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification - October 12, 2021