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.
- The Importance of Advanced Directives – The Terri Schiavo Story - February 25, 2021
- Estate Planning and Protecting Against a Family Dispute - February 24, 2021
- Tax Planning for 2021 - February 23, 2021