Understanding The Secure Act for Estate Planning Purposes
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.
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Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222
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Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182
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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