Estate, Long-Term Care Plans Under the ‘Big Beautiful Bill’
Takeaways The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, significantly impacts estate and financial planning. The federal estate, gift, and generation-skipping transfer tax exemptions will rise to $15 million per individual starting in 2026....
Can You Give Away Real Property and Avoid Probate Court?
Takeaways When passing property to heirs, using a deed can help avoid probate court. However, deeds have downsides, such as limited flexibility and lack of creditor protection for beneficiaries. If you plan to pass your home on to a family member through your will,...
How Estate Plans Can Help Family Members Avoid Legal Battles
Takeaways Family problems can become legal issues when a loved one needs end-of-life care or passes away, leaving an inheritance. A comprehensive estate plan can help your loved ones avoid family fights by addressing potential issues before they become legal...