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Insights
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Review Your One Big Beautiful Estate Plan: Estate and Tax Changes under the OBBBA
On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), a sweeping tax reform package that reshapes the financial landscape for high-net-worth families. From estate tax exemptions to new savings vehicles for children, the Act presents both opportunities and strategic considerations for those looking to preserve and grow their wealth across generations.
