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Schedule A Consultation:
859-344-6742

CONTACT US
  • Home
  • Our Team
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    • Estate Planning
      • Wills, Living Wills And Powers Of Attorney
      • Trusts
      • Elder Law
      • Business Succession Planning
      • Times When You Should Update Your Estate Plan
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For Your Peace of Mind & Protection of Your Legacy

The SECURE Act’s Impact on Estate and Retirement Planning—Part 2

by melaniechenot | Jan 21, 2020 | Firm News

In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new legislation. On January 1, 2020,...

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The SECURE Act’s Impact on Estate and Retirement Planning — Part 1

by melaniechenot | Jan 14, 2020 | Compassionate Estate Planning

As experienced Legacy Estate and Planning experts, we can update your plan to address the potential ramifications the SECURE Act might have on the distribution of your retirement assets to your loved ones following your death.

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