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The estate tax exemption is set to drop in 2026, potentially exposing more high-net-worth families to a 40% tax on assets passed at death. This guide explores proven strategies—like lifetime gifting, trusts, and business succession planning—to reduce tax exposure and protect your legacy. Planning now can help you lock in today’s higher exemption limits and ensure a smoother transfer of wealth to the next generation.

Trump’s proposed “One Big Beautiful Bill” is a sweeping tax reform package aimed at individuals and families. It would make the 2017 tax cuts permanent, eliminate federal taxes on tips and overtime, boost the standard deduction, and expand the Child Tax Credit. Other provisions include a car loan interest deduction for U.S.-made vehicles, tax relief for seniors, and newborn savings accounts. Here’s what you need to know about how it could impact your wallet.

As the tax deadline approaches, many individuals and small business owners find themselves scrambling to get their finances in order. If...