SECURE 2.0 Act  How It Affects You and Your Retirement Account Beneficiaries On December 29, 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0 Act). The previous SECURE Act in 2020 made several changes to retirement planning: Eligble Designated Beneficiaries Exempt from the 10-Year Rule The SECURE Act provided a few exceptions to …

Got Intellectual Property? Include It in Your Estate Plan To own intellectual property, you don’t have to be a famous producer or household name. You almost certainly have intellectual property if you create music, own a business, write stories, or build gadgets in your garage. However, because intellectual property is intangible, it’s often overlooked in estate planning. And if you …