News Category: Estate Planning

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SECURE 2.0: Updates That May Impact You!

On 29 December 2022, President Biden signed the Consolidated Appropriations Act of 2023 (HR 2617) into law, which included provisions affecting retirement savings plans intended to build upon the 2019 SECURE Act. This legislation builds on the original Secure Act and years of discussion aimed at strengthening the retirement system and an expansion of the rules for qualified charitable donations (QCDs). While the Secure 2.0 Act contains dozens of provisions, the highlights are different depending on where you are in your life cycle.

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Look How Much a Bequest Can Do

When you write your will, you acknowledge the people and institutions that mean the most to you. Including the IEEE Foundation among your beneficiaries preserves your #IEEELegacy,  while ensuring our…

An Update on Estate Planning in the Landscape of 2022

An Update on Estate Planning in the Landscape of 2022

A Message from Mary Ellen Zellerbach, IEEE Foundation Director In celebration of Estate Planning Week 2021, Jeffrey Billings, Esq. Estate Planning Partner at Godfrey & Kahn, S.C and I discussed…