tax credit

July 5, 2026
Capitol Hill lit up at night.

The New Tax Law and Your Family’s Trust: What to Know Now

The One Big Beautiful Bill raised the estate tax exemption to $15 million per person. That provision made headlines everywhere. A second one didn't: a deduction limitation buried in a Congressional footnote that tax lawyers say may create double taxation inside family trusts, including special needs trusts with as little as $400,000 in assets. Here is what families with trusts need to know right now…
December 22, 2024

Actions to Take Before 2024 Ends to Qualify for Specific Tax Credits

The end of the year can feel overwhelming, but it’s […]