Feeling a little insecure about the SECURE Act? You’re not
alone. On December 20, 2019, President Trump signed the
“Further Consolidated Appropriations Act, 2020” into
law. While the legislation largely authorizes appropriations to
fund the Federal government through September 30, 2020, it also
implements the “Setting Every Community Up for Retirement
Enhancement Act” or the “SECURE Act.” Because the
SECURE Act impacts individual income, estate, financial, and
retirement planning, many people are scrambling to understand the
intricacies of the new law and the possible consequences it may
have on their families. This newsletter summarizes some of the
major changes found in the SECURE Act, discusses the ways that it
may significantly impact your estate planning, and provides new
planning opportunities to consider in light of the recent
legislation. If you would like to learn more about how this major
retirement reform may affect your individual situation, contact
your
