The Big Beautiful Tax Bill – What It Means for Your Estate Plan

Congress is at it again—with a massive, messy, and potentially game-changing piece of tax legislation known as the One Big Beautiful Bill (yes, really). While some are calling it reform, others see it as a ticking time bomb for estate planning, capital gains, business deductions, and more.

In this video, I break down what the bill actually says, what the House and Senate agree (and don’t agree) on, and how it could impact your ability to pass on wealth, sell your business, or just avoid a nasty surprise from the IRS.

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00:00 - Intro
00:37 - The Estate Tax – Changing Again?
02:05 - Capital Gains Surtax – A Trap for the Unprepared
02:53 - AMT, QBI, SALT – Acronyms, But They Matter
04:07 - Other Surprises in the Bill
05:15 - What This Means for You – Act, Don’t Wait
05:49 - Final Thoughts
06:04 - Outro

Disclaimer
Viewing this video does not create the expectation of an Attorney-client relationship. The information from this video is for general information purposes only. Nothing should be taken as legal advice for any individual case or situation.