Comply with the SECURE Act 2.0: Act Now to Update Your Estate Plan

The Red Wagon Estate Planning & Elder Law Show · Nov 9, 2023 · 21m

The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was passed in December 2022. Some sections are already in effect and others begin January 1, 2024. The law focuses mainly on retirement and tax-related issues, but has significant implications for estate planning, also. People who have estate plans that list trusts as beneficiaries of retirement accounts are advised to have them reviewed and updated to ensure that their plans continue to meet their financial and estate planning goals.

WHAT YOU NEED TO KNOW

(01:56) The original SECURE Act was passed on Christmas Eve in…