Estate Planning Insights

The potential expiration of 2017 tax cuts has created uncertainty around estate tax planning. Our latest Insight explores how the proposed “one big, beautiful bill” could impact exemption amounts, tax planning strategies, and key steps to consider for protecting your wealth.

Wyoming’s progressive trust and LLC laws offer non-residents significant tax, privacy, and asset protection advantages. Learn how Wyoming’s estate and business planning laws can enhance your family’s legacy and simplify trust administration.

Special needs trusts (SNTs) help families provide for loved ones with disabilities while safeguarding eligibility for critical government benefits.

On January 1, 2026, the federal estate tax exemption amount is scheduled to automatically decrease from $13.99 million per person (in 2025) to approximately $7 million per person in 2026.

This article examines the critical considerations for selecting a trust as an IRA beneficiary post-Secure Act, including the types of trusts that qualify and the impact on estate planning.