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.
Browsing: Wealth Preservation
Protect assets and minimize risks with expert advisors, legal entities, trusts, insurance policies, and advanced tax strategies.
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.