Client Advisory – The SECURE Act and its Impact on Retirement Planning
Our Trusts and Estates attorneys have been closely monitoring the SECURE Act, which was signed into law by President Trump on December 20, 2019. SECURE stands for “Setting Every Community Up for Retirement Enhancement” and will affect most retirement savers. This law significantly changes the advice our office gives regarding the juxtaposition of retirement planning and estate planning. The SECURE Act is effective January 1, 2020.
Estate Planning In Light of the Tax Cuts and Jobs Act
Our Trusts and Estates attorneys have been closely
monitoring The Tax Cuts and Jobs Act, which was
signed into law by President Trump on December
22nd. We have been assessing the impact of the new
law on our clients and considering the estate planning
opportunities and challenges it presents for many
of our clients.