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I wanted to address what I’m hearing from nearly every client right now: a deep, unsettled sense that something big is happening in our country—and uncertainty about what it means for their future.

When the One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025, it didn’t just change tax brackets and deductions — it reshaped the landscape for estate and long-term financial planning. Here are 7 estate and financial planning opportunities for 2026 under the One Big Beautiful Bill Act (OBBBA):

We constantly filter through noise to find what is genuine. This ability to distinguish between signal and noise was the defining challenge of the 2025 financial landscape.

Just as Lincoln faced a deeply fractured nation, we, too, are grappling with widespread unrest and tension.