Estate Planning and the SECURE ACT

Posted Posted in Beneficiaries, Estate Planning

Ask Cale Beck, ESQ – How does the new SECURE Act impact my Estate Plan? On January 1, 2020, the SECURE Act (“the Act”) became law and some of the provisions of this Act could have a very real effect on your estate plan. Specifically, it brings significant changes to the transfer and taxation of your retirement plans after death. The purpose of the Act, as stated, is to encourage retirement savings, and it does […]