SECURE Act | Legacy Trust Counsel

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Setting Every Community Up For Retirement Part II

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Estate Planning, Legacy, Retirement, SECURE Act, Taxes

The SECURE Act’s Impact On Estate and Retirement Planning In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new le…Read More
Setting Every Community Up for Retirement Enhancement Part I

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Estate Planning, Legacy, Retirement, SECURE Act, Taxes

The SECURE Act’s Impact On Estate and Retirement Planning On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades. Indeed, the changes ushered in by the SECURE…Read More

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