Why Mid-Wealth Families Need Estate Planning Now Under the OBBBA
As published in Rethinking65 This isn’t about yachts and private jets — it’s about preparing real families for often-overlooked risks and opportunities. The recent enactment of the One Big Beautiful Bill Act (OBBBA) on July 4 marks a pivotal moment in tax and estate planning. While our clients may perceive “estate planning” as reserved for […]