March 25, 2020

The Estate Planner - May/June 2020

G.P. Diminich, Cheryl Gordon, David Rectenwald, William Swindle

Shumaker, Loop & Kendrick, LLP

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The SECURE Act -

What it means for your retirement and estate plans -

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is one of the most significant pieces of retirement plan legislation in years. In addition to affecting your retirement planning strategies, the new law may also impact your estate plan, especially if your beneficiaries will inherit IRAs or employer-provided retirement accounts.

Please see full publication below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.