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.
- The Intersection of Asset Protection Planning and Estate Planning – Part II - October 5, 2022
- What the Proposed Treasury Regulations Mean for Deductions Under Internal Revenue Code Section 2053 - October 5, 2022
- The Intersection of Asset Protection Planning and Estate Planning – Part I - September 28, 2022