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Historically, financial advisors, estate planning attorneys, and tax professionals have operated in isolation, each focusing on their specific domain. This siloed approach can create significant gaps in planning.

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):

As we proceed through back-to-school season, I think this is a great time for all of us to remember that learning is a lifelong journey.