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