The SECURE Act of 2019 stands for Setting Every Retirement Community Up for Retirement Enhancement. This Act represents one of the biggest adjustments to retirement planning that has been made since 2006.
The SECURE Act changes the retirement and estate planning landscape significantly for individuals that are planning to leave a large inheritance to their children or other non-spouses in the form of retirement accounts, and it’s important to review the changes to minimize the tax burden on their loved ones.
Traci Vaught of Edward Jones and Pam Jones of the Law Offices of Pamela Jones, PLLC will present a short talk on the topic of retirement planning, estate planning, and the SECURE Act at the Lambda virtual luncheon on Wednesday, August 12, 2020.
Visit lambdalv.com Wednesday at Noon
Law Offices of Pamela Jones, PLLC
Pam Jones is an attorney licensed in Nevada and California. Pam’s practice is focused entirely on estate planning and probate matters. Pam helps her clients to establish plans that ensure that their wishes are carried out with respect to finances, healthcare decisions and the passing of assets to loved ones by devise and by gift. Pam works closely with her clients to truly understand family and business dynamics to prevent potential disputes and litigation. She has been practicing law since 2007 and opened her own practice in in California in 2013. She moved her practice to Nevada in 2018.
Traci Vaught, Edward Jones
In 2018, Traci joined the Edward Jones team as a financial advisor. After spending many years in operations of retail organizations and with private finance companies, she found a firm which stood for the same values sheI grew up with. Traci became part of the Las Vegas community in 2005 and since has called this home. She loves the outdoors and Las Vegas offers the perfect playground. Volunteerism is very important, and Traci takes pride in giving back to our community. Traci is happy to say that her business is so much more than just a job. It’s a chance for her to fulfill her passion of helping to improve the lives of families and businesses in our community.