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    Estate Planning

    The One Big Beautiful Bill Act: What It Means for Your Retirement

    The One Big Beautiful Bill Act Highlights: A Summary of Critical Changes The Tax Cuts and Jobs Act (TCJA) was implemented during President Trump's first term in office, significantly lowering tax rates and brackets for many Americans. However, these provisions were scheduled to sunset in December 2025, creating uncertainty for long-term financial planning.

    Liquidity Event: What Is It and How Do I Plan For It?

    With an influx of cash - whether from retirement or the sale of an asset like a business you may...