The SECURE Act: Why You Should Revisit Your Retirement and Wealth Preservation Plans
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law on December 20, 2019, contains some of the most significant changes to retirement planning in over 16 years for employees, employers who sponsor plans and plan administrators. … Read more→
Choosing the Right Trustee
The success of a trust strategy often depends on how well the trust is managed — and that depends on the abilities of the person (or institution) named as trustee.