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OBBBA in 2026: What Matters and What Doesn’t

OBBBA in 2026: What Matters and What Doesn’t

With the One Big Beautiful Bill Act (OBBBA) of 2025 now fully in effect, the tax and planning framework for 2026 and beyond is clearer. For the ultra wealthy, it’s a boon. For
Should I Open a Trump Account for My Child? 

Should I Open a Trump Account for My Child? 

Between the headlines about the One Big Beautiful Bill Act and Michael Dell’s $6.25 billion donation, many have been asking whether these new accounts should be opened for children or grandchildren. Below
Could an Unknown Relative Ruin Your Estate Plan?

Could an Unknown Relative Ruin Your Estate Plan?

DNA services such as 23andMe have made it far more common for biological children – sometimes entirely unknown to the family – to surface after a parent’s death and assert
Charitable Giving This Season

Charitable Giving This Season

As we enter the final weeks of the year, it is an important moment to revisit charitable giving strategies, especially given the meaningful tax changes taking effect in 2026 under

Wealth Planning Commentary – November 3, 2025

Building Financial Resilience During the Jobpocalypse The recent wave of corporate restructuring and white-collar layoffs – particularly in technology and other high-paying sectors – has reignited an important conversation: how

Wealth Planning Commentary – October 27, 2025

NBA Betting Scandal Highlights Tax Treatment of Gambling Income and Losses  The recent NBA gambling scandal, which led to more than 30 arrests, has drawn widespread attention to the broader world

Wealth Planning Commentary – October 20, 2025

Medicare Open Enrollment: Rising Costs and New Restrictions Medicare open enrollment for 2026 runs through December 7, and several important changes are on the horizon. Many participants will likely face

Wealth Planning Commentary – October 13, 2025

Annuities as a Default Option for 401(k)s? U.S. Department of Labor Says Yes, But Be Wary Recent updates to retirement plan rules are designed to make it easier for employers