Secure Act 2.0

Secure Act 2.0 Changes for Beneficiaries and How it Will Affect Children who Inherit

In December 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act marked a pivotal moment in retirement planning, introducing substantial revisions to beneficiary distribution rules. However, its impact was swiftly eclipsed by the onset of a global pandemic, diverting attention from its provisions. Now, with the nation gradually shifting focus beyond the pandemic’s…

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Elder Law Attorney Breaks Down 2023 In Numbers

Elder Law Attorney Breaks Down 2023 In Numbers

We have everything you need to know right here! With this insightful breakdown by Elder Law Attorney Joan Reed Wilson, understand how the latest estate planning and elder law updates of 2023 will affect you. For those who enjoy numbers over words, this article is for you. For those who don’t, read slowly!   Related…

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