Planning Ahead: Estate Planning and Succession Strategies Under the One Big Beautiful Bill
Автор: Foster Swift
Загружено: 2025-09-11
Просмотров: 73
The passage of the One Big Beautiful Bill (OBBB) earlier this summer introduced sweeping changes to estate and succession planning.
Whether you're planning to pass your business to family, sell to a partner, or ensuring your assets are preserved, the changes from the OBBB create new opportunities to protect your wealth, transfer ownership efficiently, and minimize tax burdens.
Business succession and estate planning attorney Mike Zahrt provides an update on key tax changes under the OBBB as well as insights and strategies for businesses including:
How the new estate tax exemption affects business succession.
Estate planning strategies to preserve wealth for future generations.
What the adjustments are for charitable giving under the new rules.
Recommended checklist to help gameplan prior to 2026.
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