On December 20, 2019, the “Setting Every Community Up for Retirement Enhancement” Act, otherwise known as the “SECURE Act” was signed into law. The SECURE Act brings changes to the tax treatment of Traditional IRAs and other types of qualified retirement accounts. These changes impact clients who are using retirement accounts to transfer wealth to […]
Estate Planning Council of Seattle February Meeting
On Wednesday, February 19, 2020, Attorneys Michael Longyear and Carla Calogero attended the Estate Planning Council of Seattle dinner at The Rainier Club in Seattle. At the dinner, Ashley Velategui of Bernstein’s Wealth Strategies Group gave an informative presentation on issues to consider on existing plans that include trusts funded by retirement accounts. Clients who […]