Wealth Preservation and Transfer Planning Newsletter – Q1 2020

Welcome to the Coats Rose Wealth Presentation and Transfer Planning Newsletter Q1 2020 edition, a resource for timely legal analysis of issues affecting personal wealth, estates and financial preservation.  Included in this issue are articles that explore, “The SECURE Act’s Impact on Retirement Planning and Estate Planning,” and “Estate Planning Strategies Post SECURE Act.”

Read the newsletter in its entirety and learn more here.



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Houston, Texas 77046
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Fax: 713.651.0220


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