Has your planning been impacted by the new legislative changes initiated early this year?

Please watch this personal video message from Attorney Robert D. Mannor discussing retirement accounts and how the new SECURE Act could mean your estate planning needs an update to avoid losing thousands to IRS taxes and fees. After watching the video, please contact us to set up a time when a member of our client services team can give you a call to begin the update process. On this complimentary call, we will discuss your accounts, your current planning, and recommended update options.