Amy PrivetteApr 24, 20235 min readHow to Secure the Inheritance of Your Retirement Plans Under the SECURE ActOn January 1, 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. The new law threw estate...
Amy PrivetteApr 10, 20182 min readThe Case of the Unintended HeirIf beneficiary designation forms are not properly maintained, they can disrupt your estate plan by including an unintended heir.