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Why 2025 Could Be a Critical Year for Estate Tax Changes: Understanding Estate Plan and Estate Tax Impacts
Estate owners face unprecedented certainty in tax planning as 2025 ushers in landmark changes under the One Big Beautiful Bill Act, reshaping how wealth transfers are taxed and protected. ...more
Estate Planning
August 25, 2025•12 min read
Estate Planning Strategies After Retirement: Essential Guidance to Protect Your Legacy and Assets
Retirement often marks the beginning of proactive legacy protection, yet only about one in three Americans have a will—and just 43 percent of those over 55. ...more
Estate Planning
August 12, 2025•12 min read
5 Mistakes People Make When They Die Without an Estate Plan: Understanding Risks and How to Protect Your Legacy
Fewer than one in three adults die with a valid estate plan, leaving assets, taxes, guardianship and family harmony at the mercy of default rules. ...more
Estate Planning
August 07, 2025•10 min read
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