We expect to see change and more change in estate planning laws, regulations, and taxes in 2025. Here is the first round.

The SECURE Act was specifically designed to help more people save more money for their retirement. That said, these regulations are complex, but we’re here to help.

The IRS has just waived required minimum distributions for some IRA beneficiaries.

The SECURE Act altered how a beneficiary of an IRA is required to take withdrawals. Because of this, it may be more advantageous to make a trust the beneficiary of an IRA.

Post SECURE Act, only a surviving spouse of the IRA or 401(k) owner can take stretch distributions.

The SECURE Act 2.0 includes a number of changes likely to affect your retirement, legacy, and estate planning in different ways.