The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act), signed into law by President Trump and effective Jan. 1, has significantly altered the estate planning landscape for qualified retirement accounts. In a bylined article appearing in North Carolina Lawyers Weekly, Poyner Spruill partner Chalk Broughton and associate Charlie Davis outline why individuals should review and update current estate planning documents and current beneficiary designations for their retirement accounts, as it will ensure the documents will actually carry out their intended estate planning goals.
To read the full article, visit North Carolina Lawyers Weekly.