Attorneys Julie Steinbacher and Landon Hodges discuss some of the recent changes to the laws affecting those in their second half of life, with a focus on policies that could affect estate and wealth protection planning. Trusts, retirement benefits, the SECURE Act, the CARES Act and other statues and policies that deal with IRAs, 401(k)s, and other retirement plans are the primary focus of this seminar. These changes are important for all current and future clients to know about if they wish to safeguard their financial futures. This is a recording of a virtual seminar presented exclusively to our firm's current clients on April 21-22, 2020, and is now being made available to anyone interested.
To view a video of the presentation, complete with PowerPoint slides, visit https://www.youtube.com/watch?v=djeyr4E7Bro
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