Secure Act

Secure Act

Secure Act (PDF) On December 20, 2019, a new Act—called the SECURE Act–was signed into law that changes the rules regarding retirement accounts. Some changes effecting individuals include: With a few notable exceptions, eliminating the lifetime stretch out for...
Estate Plan Under Fire

Estate Plan Under Fire

Estate Plan Under Fire by Julia M Lindeman (PDF) By Julia M. Lindeman – Three60 Law Group PLLC Regardless of your individual stance on the Second Amendment, at some point we may represent clients who own firearms. As trusted members of their advisory team, we...