Hopefully, you already have a sound estate plan in place to protect the interests of your heirs and minimize potential estate tax liability. But that doesn’t mean you’re completely in the clear.
The SECURE Act Likely to Affect Your Retirement and Estate Plans
In late 2019, the first substantial legislation related to retirement savings since 2006 became law.
A Potential Game Changer by Will Williams
Estate Planning Considerations for Married Couples by Jeff Huizenga, CFP®, ChFC
The Psychology of Retirement by Brian Christensen, CFA