The SECURE Act and SECURE 2.0 represent the most significant changes to retirement account inheritance in decades. For trustees administering special needs trusts, these laws create opportunities to preserve tax benefits, maintain public assistance eligibility, and incorporate charitable legacies. They also require action: updating trust documents, coordinating beneficiary designations, and educating families. Staying informed allows trustees to navigate these rules confident

Staying on top of your estate plan is essential for protecting your family and preserving wealth. This guide explains why experts recommend reviewing your plan every three to five years or whenever a major life event occurs. Learn how marriage, divorce, births, deaths, new assets, relocation and tax law changes—including the 2026 increase of the federal estate tax exemption to $15 million palmcitylawyer.com —should trigger updates, and discover practical steps for keeping up

The SECURE Act and its 2.0 sequel have transformed retirement‑account planning. Larger tax‑deferred balances, compressed withdrawal windows, and ever‑changing regulations require trustees and beneficiaries to act proactively. By revisiting trust provisions, considering Roth conversions, and consulting experienced advisors, families can turn legislative upheaval into opportunity and ensure inherited retirement accounts support—not undermine—their long‑term wealth‑transfer goal

Retirement accounts require special attention in estate planning. Because beneficiary designations control their disposition and tax rules are complex, coordination with your overall plan is essential. Regularly review beneficiary forms, understand the implications of the SECURE Act’s 10‑year rule, consider whether trusts are needed for control and protection, and explore strategies like Roth conversions and charitable bequests. Working with an estate planning attorney will h