YOUR LEGACY PLAN MAY HAVE CHANGED WITHOUT YOU EVEN KNOWING!”

New Regulations Open 6 Estate Plan “Wormholes“

HERE’S WHY YOU SHOULD REVISIT YOUR PLAN RIGHT AWAY:

✓ The changes quietly caused by the SECURE Act (effective Jan. 1, 2020)

✓ A “domino effect” caused by changes to taxes, trusts, gifting limits, and more

✓ How your spouse and heirs could have been negatively impacted if your plan hasn’t been updated to reflect these new laws

 

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