The OBBBA sets a permanent $15M estate tax exemption for 2026. Act now to lock in asset values and protect your legacy from a ...

The sky did not fall after all. For all the handwringing and prognostication, wealthy families (and their advisors) breathed a sigh of relief with the passage of the One Big Beautiful Bill Act (OBBBA) ...

Due to the One Big Beautiful Bill Act, the federal estate tax exemption will increase to a new, “permanent” $15 million exemption as of January 1, 2026. At the end of 2025, the historically high gift, ...

The federal estate and gift tax exemption changes from year to year, and prior to the passing of the One Big Beautiful Bill (OBBB), there was concern that the high exemption amount would “sunset” and ...

With 2025 drawing to a close, the tax landscape looks very different from where we stood just 12 months ago. The passage of the One Big Beautiful Bill Act (OBBBA) has rewritten several key components ...

The world of estate planning for farmers has changed dramatically after the passage of the One Big Beautiful Bill Act. This permanently increased the lifetime gift and estate tax exemption to $15 ...

Estate and gift tax rules are shifting quickly, and the window to lock in today's generous exemptions is closing as the 2026 changes approach. I focus here on eight concrete estate tax tactics that ...

Since the One Big Beautiful Bill Act became law in July, there's been much discussion in wealth management about how its provisions will affect tax planning for clients. Processing Content On the ...

An inheritance can add to your finances, but taxes may reduce the amount that reaches you. Some states tax beneficiaries directly, while separate estate taxes may apply before assets are distributed.

Don't let death taxes surprise your heirs. Learn the difference between estate and inheritance taxes and how to plan for them ...

For those who have a gut feeling that the richest Americans are getting richer while the rest of us are getting poorer or just treading water, the evidence is that they are right. Not since the start ...