Monthly Archives: May 2020

The SECURE Act contains several provisions that significantly change the planning and administration of estates and trusts. You need to recognize the impact of the SECURE Act and be prepared for IRS interpretations, requirements, and pitfalls to avoid, when considering the objectives of your Living Trust.

Learn more in this episode of the Bottled Business Sense Show.

_______________________________________

Bill Bernard – WFBLegalConsulting.com

bill@wfblegalconsulting.com

949.698.6222

_______________________________________

Rick Moscoso – Captivate365.com

rick@captivate365.com

949.667.1182

_______________________________________

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group