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Securing Your Legacy: How Marital Estate Rights and Divorce Impact Your Estate Plan

Marital estate rights create the potential for catastrophic consequences should a spouse pass away at a time when the parties are physically separated but have not yet signed a separation agreement or been granted a divorce....more

Are Your Retirement Accounts SECURED? Action Steps for Plan Participants and IRA Owners

Passed by Congress in late 2019, the SECURE Act contained the most significant changes to qualified retirement plans (QRPs) and IRAs since the Pension Protection Act of 2006. Notably, the SECURE Act eliminated the...more

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