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Estate Planning and the One Big Beautiful Bill: What You Need to Know

Estate Planning and the One Big Beautiful Bill: What You Need to Know

| by Linda Cammuso, Estate Planning, Legislation, Tax Planning for Individuals, Tax Reform

On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, marking one of the most significant shifts in federal estate and gift tax policies in recent history. Spanning nearly 900 pages, OBBBA addresses America’s long-standing uncertainty around the...
Legislative Update: MA Increases Estate Tax Exemption Impact on Estate Planning

Legislative Update: MA Increases Estate Tax Exemption Impact on Estate Planning

| by Brendan King, by Linda Cammuso, Estate and Trust Administration, Estate Planning, Tax Reform

After twenty years of planning around an absurdly low $1 million state estate tax threshold, Massachusetts residents have gained some breathing room with the newly enacted $2 million estate tax exemption.  On October 4, 2023, Governor Maura Healy signed into law the...

Keeping Tabs on the Trump Administration & GOP Tax Reform Plan

| by Linda Cammuso, Tax Planning for Businesses, Tax Planning for Individuals, Tax Reform

By: Linda T. Cammuso: President Trump unveiled an ambitious tax cut reform plan soon after his inauguration. As of early March, we have learned that passage within the first one hundred days of his presidency is remote. While the very idea of the tax package is...

Recent Posts

  • Estate Planning and the One Big Beautiful Bill: What You Need to Know
  • Plan to Preserve Your Legacy
  • Legislative Update: MA Increases Estate Tax Exemption Impact on Estate Planning
  • Protecting your home: put it in the kids’ names, or use a trust?
  • Time to update your estate plan?

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