SECURE Act Passed by Congress and Signed into Law

Congress passed the SECURE Act this week and it goes into effect 1/1/2020.  The SECURE Act includes a major law change that affects anyone who chooses to name a trust as beneficiary of a retirement account.  Although I already have my own ideas, the financial and estate planning industries are already in teh process of interpreting and responding to the law change.  I will post updates on both this blog and the "recent development" page on my website.  Stay tuned.