SECURE Act Changes Estate Planning for Retirement Assets
As my July 9th blog and December 21, 2019 blog indicated, the SECURE Act will negatively impact the ability to stretch IRA benefits in the future. For example, many of…
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SECURE Act (Finally) Passes Senate!
The SECURE Act (see my July 9th Blog post) finally was passed by the Senate (as part of the spending bill) paving the way for President Trump’s signature. Sorry to…
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27 Trusts: #1 Revocable Trusts
Join Wayne Zell for this brief video blog on Revocable Trusts (1 of 27 trusts highlighted over the next 27 weeks).
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