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 Truth about Elder Abuse in California - October 1, 2023
- Is a Survivor’s Trust Right for My California Estate Plan? - September 30, 2023
- The Importance of Reviewing Beneficiaries and Fiduciaries - September 29, 2023