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Tag Archives: legislation

Build Back Better Act: Implications for Estate Planning

Build Back Better Act and Estate Planning Changes

By Andre O. McDonald |

Build Back Better Act and Estate Planning Changes President Biden’s Build Back Better Act (BBBA) has made a significant first step towards passage as the House Ways and Means Committee approves the bill’s tax provisions. As the draft now stands, the legislative proposal may restrict the ability of higher net worth individuals to shelter… Read More »

What you need to know about the serious impact of the SECURE Act of 2020

What You Need to Know About the SECURE Act of 2020

By Andre O. McDonald |

In 2019, Congress passed a bipartisan appropriations bill. As part of this massive spending bill, there is a piece of legislation known as the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act represent the first significant change in retirement legislation since the Pension Protection Act in 2006. On December… Read More »

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