Credit: ElenaR/Shutterstock.com 'SECURE' Trust Planning
There is no one-size-fits-all approach in estate planning for retirement accounts in light of SECURE; the appropriate plan for each client must be determined on a case-by-case basis.
October 03, 2022 at 11:00 AM
8 minute read
The Secure Act of 2019 and its 2022 proposed regulations (collectively, SECURE) have dramatically altered estate planning for retirement benefits.
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