by Annette Hines | Aug 17, 2021 | Estate Planning, Qualified Retirement Plans, Special Needs Planning, Special Needs Trust
The SECURE Act, passed at the end of 2019, changed a number of rules regarding inherited IRAs, making it more difficult for most beneficiaries to save on taxes by “stretching” distributions over many years. However, an exception to the new rules...
by Annette Hines | Jan 13, 2020 | Estate Planning, Qualified Retirement Plans, Special Needs Trust
What You Need to Know About the SECURE Act by Special Needs Law Group of Massachusetts, PC The SECURE Act was signed into law on 12/20/2019 – What does it mean for any Special Needs Trusts included in your Estate Plan? Watch and listed to learn about: New...
by Annette Hines | Dec 30, 2019 | Estate Planning, Parenting, Qualified Retirement Plans, Special Needs Trust, Stretch IRAs
Estate Plans with Special Needs Trusts need updating! The SECURE Act was signed into law on December 20, 2019. Bottom line: if you have a special needs trust as part of your estate plan, your plan needs updating. You have probably been inundated with...
