Browsing: Planning

Embracing the Adventure of Retirement: The Importance of Smart Savings for a Fulfilling Third Age “Forever young, I want to be forever young.” — Bob Dylan…

Understanding the One Big Beautiful Bill Act: What You Need to Know About Estate and Gift Tax Exclusions On July 4, 2025, President Trump enacted a…

From Debt to Dreams: How We Paid Off $31,000 While Planning Our Wedding Over the years, I found myself in a financial bind due to poor…

India’s Wealthy Seek Security Abroad Amidst Global Changes As India’s affluent class continues to grow, a notable trend has emerged: the pursuit of international real estate,…

Understanding the One Big Beautiful Bill Act: Key Changes in Estate and Tax Planning The One Big Beautiful Bill Act (OBBBA) was enacted on July 4,…

Comprehensive Overview of the One Big Beautiful Bill: Key Tax Reforms for 2025 On July 4, 2025, President Donald Trump enacted the substantial One Big Beautiful…

Understanding the One Big Beautiful Bill Act (OBBBA): Key Changes and Implications for Estate Planning The One Big Beautiful Bill Act (OBBBA) emerged as a significant…

Major Changes in Estate and Income Tax Legislation: Understanding the One Big Beautiful Bill Act By Britt Burner, Esq. Britt Burner, Esq. On July 4, 2025,…

Navigating the New Tax Landscape: Essential Strategies for Estate and Income Tax Planning In light of President Donald Trump’s comprehensive tax-and-spending reform, both individuals and estate…

Understanding the One Big Beautiful Bill Act (OBBBA): Key Tax Changes Introduction On July 4, 2025, President Donald Trump signed into law the One Big Beautiful…