On July 4, 2025, the One Big Beautiful Bill Act (the “Act”) was signed into law, bringing with it important changes to the federal estate, gift, and generation skipping transfer (GST) tax system. Many of the provisions in...more
In 2022, we took an early look at the Secure 2.0 Act as the draft legislation worked its way through Congress and analyzed the potential impacts that the final bill might have on retirement savings. Secure 2.0 was eventually...more
One of the most important decisions you will face when creating your estate plan is who to choose as your Executor. An Executor’s job is to make sure that the terms of your Will are carried out in a timely fashion. To...more