PROTECTING YOUR RETIREMENT PLAN FROM THE NEW DEATH TAX UNDER THE SECURE ACT
By: Thomas D. Begley, Jr., Esquire, CELA THE SECURE ACT The SECURE Act passed by Congress and signed by President Trump became effective on January 1, 2020. The provisions of the SECURE Act apply to Qualified Retirement Plans and IRAs. The law is designed to raise approximately $16 billion for the Treasury, and to…
PLANNING FOR SPECIAL NEEDS CHILDREN AFTER WE ARE GONE – Begley Report
By: Thomas D. Begley, Jr., Esquire, CELA Planning for children with special needs is extremely important, and often completely overlooked or done haphazardly. The problem is many of our children with disabilities will be unable to take care of themselves after we are gone. As long as we are living, we will do everything necessary to…
What Is An Able Account And How Can It Help Protect Your SSI Check? – Begley Report
by Thomas D. Begley, Jr., Esquire, CELA An ABLE account is a new device available to the disability community that allows a disabled individual to have a limited bank account without risking eligibility for their means-tested public benefits. ABLE accounts can receive $16,000 per year from all sources and are capped at the maximum account…