Estate Planning and Taxes – the most significant change OBBBA made is a permanent increase to the estate, gift and generation-skipping transfer tax exemption amounts.
Review Your Succession Plan – make sure to plan for what will happen to your business when you retire.
Building an Emergency Fund – it’s a good time to review your savings and get back on track, especially if you had to dip into your emergency fund during the holidays.
Do You Have an Adequate Emergency Fund? – despite lower inflation, it remains the main obstacle preventing Americans from saving for emergencies.
Basics of Estate Planning – estate planning is a crucial process that ensures your assets are managed and distributed according to your wishes after your death.
April 2026 Question and Answer
Control Versus Protection – when creating a trust, understanding the difference between revocable and irrevocable goes beyond just terminology.
Building a Successful Partnership – a successful business partnership goes beyond shared enthusiasm.