Browsing: estate planning

Medicare Part B hit $202.90 in 2026, eating one-third of COLA. How advisors can help clients avoid IRMAA surcharges via QCDs, Roth staging, and appeals.

OBBBA raised the federal estate exemption to $15M ($30M couple) in 2026. Inside the planning rewrite for HNW clients: gifting, GST, portability, and SALT.

OBBBA made TCJA brackets permanent, removing 2025 deadline pressure. Roth conversions still work in 2026 – the playbook needs a rewrite.