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.
- What Estate of Marion Levine Means for Life Insurance - April 28, 2022
- Estate Planning – Something You Shouldn’t Do Yourself - April 26, 2022
- The Evolution of our Unified Estate and Gift Tax System - February 24, 2022