tax season

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…
April 27, 2026
Papers and a folder sit by a cup of coffee.

Tax Season Forced You to Look. Now Ask the One Question That Actually Matters.

Your tax return is the most complete picture of your financial life you'll get all year. But most people close the folder without asking one critical question: if something happened to you tomorrow, are the people you love actually protected? Here's how to answer it before the window closes…