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Happy (SECURE Act) 2020!

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, is so new that estate planners and accountants are still learning ways to plan around it to minimize the impact on existing and future clients. Following are some items to ponder as you review your estate plans through the year.

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Why Should I Make My Final Arrangements Now?

Google “things to do before you die” and you’ll get over four billion hits. Most will involve experiences like “go on an African safari,” “visit the Grand Canyon,” “see a live Broadway show,” “swim with dolphins,” “ride in a hot air balloon,” etc.

One thing you probably won’t see is “get all my affairs in order.” That’s because most of us don’t like to think about our own mortality. But before you take up skydiving or that long ocean cruise, remember the words of Ben Franklin: “In this world, nothing can be said to be certain, except death and taxes.”

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