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.
Stephen is a member of the American Academy of Estate Planning Attorneys (AAEPA), a national organization serving the needs of legal professionals concentrating on estate planning. He was on the national Board of Governors for the AAEPA and is the only AAEPA member in Vermont Read More!
Latest posts by Stephen Hartnett (see all)
- What Taylor Swift Can Teach Us About Estate Planning - April 23, 2024
- What You Need to Know about the Corporate Transparency Act - March 19, 2024
- Thereâs No Better Way to Say âIâll Be There for Youâ than with an Estate Plan - February 13, 2024
