change What is the SECURE Act? In the world of estate planning, change is on the horizon. The Setting Every Community Up for Retirement Enhancement (SECURE) Act takes effect on January 1, 2020, and fundamentally changes how IRAs and certain retirement benefits are treated post-death. The SECURE Act only applies to retirement plans that are inherited after January 1, 2020. In other words, existing…
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facebook Does your will include specific provisions to help your loved ones manage your online presence when you die? If your estate planning documents are more than five years old,
the answer is probably no. If that thought gives you the heebie-jeebies this Halloween--fear not--because with just a few clicks you can designate a family member or friend
to manage your Facebook account when you pass…
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