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Required Minimum Distributions 529 Plans Beneficiary Designations

White and Williams LLP

The 12 Days of Year-End Estate Planning

White and Williams LLP on

As the end of 2024 draws near, it’s a great time to review your finances and prepare for a prosperous new year. Whether you’re cozying up by the fire or decorating with family, a little year-end financial planning can help...more

Buckingham, Doolittle & Burroughs, LLC

How SECURE is your estate plan?

Secure Act may significantly impact your beneficiaries. Effective January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (known as the “SECURE Act”) will impact many individuals with retirement plan...more

Faegre Drinker Biddle & Reath LLP

The SECURE Act and its Impact on Retirement and Estate Planning

On December 20, 2019, President Trump signed into law landmark legislation titled “Setting Every Community Up for Retirement Enhancement” Act (“SECURE Act”). While the SECURE Act is intended to simplify the retirement system...more

Holland & Knight LLP

SECURE Act: Rethinking Estate Planning with Retirement Accounts

Holland & Knight LLP on

The Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) represents the first major retirement legislation since 2006. The SECURE Act was signed into law on Dec. 20, 2019, became effective Jan. 1, 2020,...more

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