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...
SECURE Act Becomes Law

SECURE Act Becomes Law

From our friends at Business & Estate Advisers, Inc. in Wayzata : On December 20, 2019 the SECURE Act, which stands for “Setting Every Community Up for Retirement Enhancement” was signed into federal law. This Act includes the most sweeping changes to retirement...