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Month: January 2020

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

On Behalf of Ruberg Law PLLC | 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,...

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

On Behalf of Ruberg Law PLLC | 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.