The SECURE Act (Setting Every Community Up for Retirement Enhancement), enacted in December 2019, changes everything concerning estate planning with retirement benefits. Learn the new IRA age distribution requirement, the impact to beneficiaries, changes to the “stretch” and individuals exempt from the limitation. ACTEC Fellows Steven E. Trytten and Nancy H. Welber help families understand…
We hope you continue to remain healthy and safe as things continue to unfold with the COVID-19 pandemic. At this time, our office remains closed to the public however, we are set up to remain operational and some staff may still go to the office on a limited basis for essential services. Governor Baker today…
We trust you are all staying safe and well during these uncertain times. As you know, the President and the Governor have declared a State of Emergency as a result of the COVID-19 pandemic and we have all been encouraged to limit in person interactions to help slow the spread of this disease. As a…
Our own Scott E. Squillace, Esq., AEP® has been selected to receive the Boston Estate Planning Council’s highest honor, the BEPC Excellence Award. “I’m honored and humbled to be receiving the Excellence Award from the Boston Estate Planning Council at their annual Gala in May.” For more information on the award, visit the BEPC site…
ACTEC Fellows Jean Gordon Carter and Katherine E. Ramsey discuss what documents you should discuss and prepare for your college-bound and young adult when they turn 18, a legal adult.