The $3.4 trillion federal fiscal package known as H.R. 1 brings about significant changes for the…
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Effective Estate Planning Strategies: CLA Wealth Advisors
Key insights From using exemption trusts and gifting strategies to leveraging life insurance and charitable giving,…
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OBBBA boosts estate and gift planning opportunities
The sprawling new tax law dubbed the One Big Beautiful Bill Act includes a number of…
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The One Big Beautiful Bill Act (OBBBA): What It Means for Estate Planning in 2026 and Beyond
by Dan A. Baron, Baron Law LLC After months of negotiation and speculation, Congress has passed…
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Estate Planning and Other Tax Strategies under the One Big Beautiful Bill Act
President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law on July 4,…
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Big Beautiful Bill Affects Many Tax Rules Including Estate Planning
The Big Beautiful Bill affects scores of tax rules and every taxpayer will be effected. Estate…
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