Protecting Inherited Assets in Divorce

Protecting Inherited Assets in Divorce: What You Need to Know

Many believe that an inheritance received during a lifetime or through a will is untouchable, a financial gift that remains entirely theirs regardless of future circumstances. However, in the state of Connecticut, inherited assets can become entangled in divorce proceedings, potentially putting your family legacy at risk. Understanding how inherited assets can be at risk…

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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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