What You Need to Know About the “One Big, Beautiful Bill”
Explore the key changes in the 2025 One Big, Beautiful Bill (OBBB) tax law—including permanent tax cuts, expanded deductions, estate tax updates, bonus depreciation, and more.
Discover How to Maximize Estate Tax Savings With a Grantor Retained Annuity Trust (GRAT)
You work hard to accumulate wealth, and you want to pass as much of it as possible along to your heirs and beneficiaries. But due to the size of your estate, you're on the hook to pay a hefty sum in estate and gift taxes.
What to Do with Your Parents' House After They Pass
Inheriting a parent’s home can be emotionally and financially complex. Explore your options—from selling, buying out siblings, to renting for passive income—and learn how to navigate taxes and estate planning with expert guidance.
Life Insurance as Part of Your Estate Plan
Learn how to protect your estate and minimize taxes with smart planning strategies. Explore how life insurance and trusts can help preserve your legacy for loved ones.
What's in the Biden Tax Plan?
Explore how Joe Biden’s 2020 tax plan proposed raising taxes on high earners and corporations. Learn what changes were suggested for income, capital gains, estate taxes, and Social Security contributions.