A Retirement Protector Trust™ (also commonly known as a Retirement Plan Trust) is a specialized stand-alone revocable trust designed to receive and protect retirement account distributions such as IRAs, 401(k)s, and other qualified accounts upon your death.
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Key Tax Provisions of the OBBB (One Big Beautiful Bill)
In a move to preserve key elements of the 2017 Tax Cuts and Jobs Act (TCJA), as well as introduce new tax policies, lawmakers passed a new piece of legislation: the One Big Beautiful Bill Act, which was signed into law by President Trump on Friday, July 4, 2025.
Provisions of the bill either permanently or temporarily extend aspects of the tax code which affect individuals, businesses, and estates. This brings numerous financial planning implications and opportunities.
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The Importance of Trust Administration in Estate Planning: Why Consulting an Attorney is Essential
Trust administration is a crucial component of estate planning, ensuring that your assets are properly distributed according to your wishes after your passing. Consulting an experienced estate attorney can provide the necessary expertise to navigate trust administration efficiently and effectively, safeguarding your family's financial future and avoiding costly mistakes.
Market & Economy Report as of June 30 2025
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Understanding the 2025 Gift and Estate Tax Exemption Changes
Now in 2025, the annual gift tax exclusion has increased to $19,000 per individual, while the lifetime estate and gift tax exemption has risen slightly to $13.99 million per individual. While these amounts are close to 2024 levels, they may be the last adjustments before the scheduled 2026 reduction.
Can You Predict Postelection Winners?
Markets quickly incorporate new expectations following election outcomes. Once the ballots are counted, stock prices reflect, in real time, investor expectations about things such as regulatory or tax policy changes. When these new expectations are baked into prices, we should not expect an election effect to persist.