tax planning - Estate Preservation Law Offices

5 Reasons to Update Your Estate Plan During Tax Season

| by Linda Cammuso, Estate Planning, Retirement Planning, Tax Planning for Individuals

Tax season is one of the best times to review and update your estate plan, as this period creates a natural opportunity to ensure your plan is still accurate.

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...

5 Reasons to Update Your Estate Plan During Tax Season

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

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