Secure Act 2020: What It Means for Your Estate Planning

By Paul Grassmann, JD, FCEP Thompson & AssociatesĀ  This year, we saw major changes in the estate planning arena that will impact almost everyone. The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, became effective Jan. 1. It effectively eliminated the Stretch…

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My Favorite Way to Give

The Charitable IRA Rollover By Paul Grassmann, JD, FCED My general philosophy in life is that the simplest way is often the best way. When it comes to charitable giving, considering the new tax laws, this still rings mostly true. For most, complex trusts and private foundations are simply not…

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