Bill Ellsworth

New 401(k) and IRA Law Might Affect How You Plan Your Estate

On December 20, The SECURE Act (“SECURE”) passed into law as part of a budget bill. SECURE drastically alters retirement account distribution requirements for a beneficiary inheriting a retirement acc... Read More

Should My Family Office Be Concerned About Cybersecurity?

However, most family offices are not sure how to start addressing their concerns, or worse, don’t view the family office as a target. The majority (58%) of malware attack victims were...... Read More