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 to Leave an Inheritance for Your Special Needs Child - March 27, 2023
- Should I Leave Everything to My Spouse? - March 24, 2023
- Why Women Hold the Keys to Successful Estate Planning - March 21, 2023