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.
- Are There Any Connecticut Probate Shortcuts? - September 15, 2022
- Vacation Homes Can Trigger Ancillary Probate - September 1, 2022
- Should Senior Citizens Have Long-Term Care Insurance? - August 18, 2022