As we navigate our serious and surreal reality, we are spending more time at home. This provides a good opportunity to have discussions with your family about planning for your future. Indeed, I often hear families say that estate planning involves more thought than they had anticipated. That’s because a good estate plan depends on […]
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The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) was signed into law on December 20, 2019 by President Donald Trump. This new federal law significantly changes the landscape for retirement account planning. Here are some major changes that could impact your estate plan: Most non-spouse beneficiaries cannot stretch distributions over […]
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