Monthly Archives: January 2020

Be Aware: The new SECURE Act May Substantially Impact Your Retirement and Estate Plans

If you have an IRA or 401(k) account as part of your retirement and estate planning, you should be aware of important new legislation that has changed a number of long-standing rules concerning contributions, required minimum distributions, and estate planning for the inheritance of such accounts upon your death. Some of these changes include: No […]

By hbonnet | Published January 7, 2020 | Posted in Current Newletter, Estate Planning, Tax Laws, Trusts | Comments Off on Be Aware: The new SECURE Act May Substantially Impact Your Retirement and Estate Plans

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- New Bedford Office
  
  700 Pleasant Street
  Suite 520
  
  New Bedford, Massachusetts 02740
  Phone: 508-999-1119
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WHAT YOU CAN EXPECT FROM US
1. We put ourselves in our client’s shoes.
2. We work with you to understand and define your goals.
3. We keep “cooking” our strategy until we are satisfied that our judgment and course of action is the best one for you, under the circumstances.
4. We strive to get a good result as soon and as cost effectively as practicable.
5. We will weigh the cost-benefit of any strategic decision.
6. We return calls promptly, always within a day, except in extraordinary situations
7. We conference each case in the office each week, so your matter will not fall through the cracks.
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Recent Newsletter
- Be Aware: The new SECURE Act May Substantially Impact Your Retirement and Estate Plans January 7, 2020
- Opportunity Zone Project Underway for BayCoast Bank December 18, 2019
- Opportunity Zones & Qualified Opportunity Funds: An Emerging Economic Development and Investment Tool Worth Considering June 4, 2019
- Digital Assets and Estate Planning March 29, 2019
- Using Your Personal Car For Work: Insure The Business Use Exclusion To Sleep Nights February 25, 2019
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Monthly Archives: January 2020

Be Aware: The new SECURE Act May Substantially Impact Your Retirement and Estate Plans

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