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Navigating the Estate‑Tax Landscape
Estate planning has always been shaped by changes in tax law, but the most meaningful shift for high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) families is the permanent increase in the federal estate, gift, and generation‑skipping transfer (GST) tax exemptions under the One Big Beautiful Bill Act (OBBBA).
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The Executor of an Estate
When an individual passes away, someone must step in to manage the estate, settle outstanding obligations, and help ensure that assets are transferred according to the will or applicable state law.
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Intra-Family Loans
Many families want to provide financial help to children or grandchildren as they take meaningful steps forward, whether that’s buying a first home, paying down high‑interest debt, or launching a new business.
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