Regulatory Updates Estate Planning Legislative Update: Estate Planning Action To Take Now by Westray Veasey, J.D. Last week, the House Ways and Means Committee released its first draft of the “Build Back Better” legislation. The revenue ... Read more...
Regulatory Updates Retirement Planning How Will the SECURE Act Impact Your Retirement Planning? by Westray Veasey, J.D. The Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”), enacted on December 20, 2019, is landmark legislation ... Read more...
Estate Planning How Your Advisor Can Enhance Your Estate Plan by Westray B. Veasey, J.D. Developing an estate plan – one that actually operates like you intend – is a daunting task, and it does ... Read more...
Estate Planning The Need for an Estate Plan by Westray Veasey, J.D. Years ago, the exemption against estate tax was only $600,000, and that forced many people to address their estate plans ... Read more...
