The SECURE Act:  How it Impacts Your Estate Plan

The SECURE Act: How it Impacts Your Estate Plan

On December 20, 2019 the President enacted legislation that significantly changed the rules that govern passing retirement accounts on to beneficiaries. For how dramatically the new law alters the previous regime of rules and regulations, it is almost ironic that...

IRS Blesses 2nd Marriage Planning Technique for IRA

The following article was written by Charles (Chuck) Rubin for JDsupra.com.  It details a new estate planning technique approved by the IRS that may prove useful to individuals in second marriages. A common issue in planning for marriages with prior children is how to...