As estate planners, one of our essential obligations to our clients and professional network is to keep you informed of changes in the law that could impact inheritances and estate plan documents. On January 1, 2020, the SECURE Act (“Setting Every Community Up for Retirement Enhancement Act”), a bipartisan retirement bill, went into effect. This law impacts nearly everyone because it affects all pre-tax retirement accounts, no matter their value or who owned them. Mere weeks later, as estate planners and other financial and tax professionals diligently pored over the law to educate themselves so they could begin advising their clients, the world began to watch the developments surrounding the COVID-19 outbreak. [Click here to read the entire Fall 2020 Newsletter]
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