OBBBA’s $15M exemption did not kill the Connelly buy-sell trap. It moved to state estate taxes, where one insurance-funded redemption can cost $82,400.
Browsing: Wealth Preservation
Protect assets and minimize risks with expert advisors, legal entities, trusts, insurance policies, and advanced tax strategies.
OBBBA cut the value of charitable deductions for top earners in 2026. Why donor-advised funds and bunching now anchor wealth preservation for HNW clients.
OBBBA’s permanent $15M estate exemption flipped trust strategy for $3M-$14M families: income-tax savings and asset protection now lead. The restructuring wave is underway.
Spousal Lifetime Access Trusts surge in 2026 as OBBBA’s permanent $15M estate exemption rewrites the math. Reciprocal-trust pitfalls advisors must avoid.