This has been an interesting year for estate planning. What began as a year of uncertainty resolved itself on July 4, 2025 with the enactment of the One Big Beautiful Bill Act (OBBBA). ...more
9/8/2025
/ Charitable Remainder Trust ,
Estate Planning ,
Estate-Tax Exemption ,
Generation-Skipping Transfer ,
Gift Tax ,
Gift-Tax Exemption ,
High Net-Worth ,
New Legislation ,
One Big Beautiful Bill Act ,
Qualified Personal Residence Trust ,
State Taxes ,
Tax Planning ,
Trusts ,
Wealth Management