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