Insights

Why Estate Planning Still Matters, Even With a Mega Exemption

With the passage of the One Big Beautiful Bill Act (OBBBA), the federal estate and gift tax exemption is slated to increase permanently to $15 million per person (or $30 million per married couple) starting in 2026. For many high net worth families, this shift is being hailed as a long-awaited alleviation from looming estate tax concerns.

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Don’t Be An Ostrich

If you ignore your problems, they will all just go away, right?  Unfortunately not.  Sticking your head in the sand is not an effective problem-solving strategy, particularly

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