I have a revocable trust that provides for a disabled child on my death. Do I need to amend it due to the new SECURE Act? Good question. The answer is no, but we are all still learning about this Act which was buried in 1700 pages of the Further Consolidations Appropriations Act of 2019,…
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Annuity Basics
My attorney suggested I consider an annuity. Can you explain some basics about annuities? I read an interesting article in a professional publication that I think did a good job explaining the basics so I’m going to draw from the writing of NAELA Attorney Lori Parker in answering your question. Much like dogs come in…
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