Budgeting and Financial Planning

New Rules in Estate Planning

Rodney Brooks
July 5, 2022

Although we mark Older Americans Month this month, oldsters would be well advised to consider the Younger Americans in their estate planning.

The Secure Act (learn more here) changed the rules for non-spousal inherited retirement accounts – and in the process may change the way bestow benefits on your children and grandchildren as part of their estate plan.

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Be sure to check out "Fixing the Racial Wealth Gap" by Rodney Brooks

"Rodney A. Brooks's “Fixing the Racial Wealth Gap” is one of the best written and most prescriptive books I’ve read on this prickly subject. Using powerful stats, stories and insightful wisdom, it is written from the heart, mind, body and spirit … plus years of research and thought as a mainstream journalist. Fixing the Wealth Gap is revealing, humorous, instructive and sobering." - Dr. George C. Fraser