You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right?
While most of us would like to think that estate planning is that simple, there are other things to consider as part of the process and topics that need to be revisited over time. Sometimes, your life changes. Sometimes, the law changes, as it did with the SECURE Act (the Setting Every Community Up for Retirement Enhancement) Act, signed into law by President Trump in December 2019, affecting estate planning in different ways.
Keep reading here.
Talk it through with Nicole Ott, our Lead Intake Coordinator. No charge, no pressure.
