Secure Act | Burke Costanza & Carberry LLP

Special Needs Trusts and the Secure Act

Special Needs Trusts and the Secure Act

by Dana Rifai | Oct 20, 2020 | Business and Personal, Estate Planning

The Secure Act has thrown all estate planners for a loop. It requires, among other things, a beneficiary of an inherited individual retirement account (IRA) to receive required minimum distributions (RMD) over the course of 10-years, rather than stretching out...

Estate Planning in Light of the Secure Act

Estate Planning in Light of the Secure Act

by Dana Rifai | Feb 11, 2020 | Business and Personal, Estate Planning, News

President Trump signed into law on December 20, 2019 the Setting Every Community Up for Retirement Enhancement Act (the Secure Act). Not only does the new law influence retirement planning but will affect estate plans too. Featured at ICLEF’s Law Blogs The...