We’re offering our new SECURE Act Seminar online…
join us from the comfort of your couch!
Join our SECURE Act Webinar today!
We’ll teach you everything you need to know for free.
Wednesday, June 16, 2021
12:00pm CST / 1:00pm ET
Register for this Webinar right away!
Discover How to Protect Your Assets and Provide for Your Loved Ones
In our ongoing commitment to keep you updated on changes in the law, we wanted to make you aware of a recent law change that could impact the plan we created for you.
If you follow the news, you’ll likely have heard about the SECURE Act. SECURE stands for “Setting Every Community Up for Retirement Enhancement” and puts many things in place intended to strengthen retirement security across the country.
Prior to this Act, most estate planning strategies involving IRAs were intended to stretch out beneficiary distributions to delay the income tax on your IRA and allow it to be received by your beneficiary at a steady pace over time. Under the SECURE Act, many of your beneficiaries may be required to take their full inherited IRA amount within 10 years following your death. This means they could face larger income taxes.
As a result of these changes, your trust may no longer achieve your desired financial and estate planning goals. In order to help facilitate your questions and concerns regarding the SECURE Act, we will host a webinar.
Yes! Send me the instructions on how to join this 60 minute estate planning webinar!
Amy Nowaczyk is a partner at O’Drobinak & Nowaczyk, P.C. Amy’s background in psychology and law have given her a unique perspective on estate planning and elder law issues. Her education and experience have enabled her to identify the needs of her clients in order to create customized estate plans that help her clients avoid probate, control the distribution of their estate, and protect their assets from the high cost of long term nursing care. Clients frequently praise Amy’s ability to make them feel comfortable and at ease while discussing difficult subjects such as their disability and death.