Your Legacy Plan May Have Changed Without You Even Knowing!

New Regulations Open 6 Estate Plan "Wormholes"

Here's why you should revisit your plan right away:

    • The changes quietly caused by the SECURE Act (effective Jan. 1, 2020)
    • A “domino effect” caused by changes to taxes, trusts, gifting limits, and more
    • How your spouse and heirs could have been negatively impacted if your plan hasn’t been updated to reflect these new laws
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"… shocking changes that the SECURE Act put into effect on Jan. 1, 2020 … If you haven't created or reviewed your estate plans in light of these new rules, you're at risk of…"