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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"… 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 could be at risk of…"