From SECURE Act to SECURE 2.0: Is Your Estate Plan Safe?

The ever-evolving legislative landscape provides both challenges and opportunities when it comes to making plans for your retirement and your estate. A key focus: tax planning.

Three generations of a family walk on the beach.
(Image credit: Getty Images)

The SECURE Act of 2019 brought about significant changes to Americans’ retirement and estate plans, including raising the RMD age and replacing the stretch IRA with the 10-year rule. Before the dust settled on those changes, Congress passed the second version, SECURE 2.0 Act, which will continue to put existing estate plans in question as families navigate the impact of these two booming pieces of legislation.

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Lindsay N. Graves, Esq.
Partner/Owner, The Graves Law Firm

Lindsay Graves, founding partner of The Graves Law Firm, is passionate about assisting families through the challenges of the aging process to ensure dignity and financial preparedness with a comprehensive and compassionate approach. Her law firm focuses on helping clients to articulate their goals for asset preservation and long-term care and making them a reality, avoiding bankruptcy and securing wealth for loved ones. Lindsay and her team pride themselves on building and maintaining long-lasting relationships with their clients and families.

With contributions from