Oct 28, 2025 | Retirement, Taxes
Here’s something that’ll make you rethink your retirement planning: You can now die with $30 million in assets and Uncle Sam won’t touch a penny of it. I remember the first time someone explained estate taxes to me. I was sitting in a lawyer’s...
Oct 28, 2025 | Retirement, Taxes
Here’s something that’ll make you rethink your retirement planning: You can now die with $30 million in assets and Uncle Sam won’t touch a penny of it. I remember the first time someone explained estate taxes to me. I was sitting in a lawyer’s...
Oct 28, 2025 | Building Wealth, Investing, Taxes
The Big Beautiful Bill just locked in a $30 million estate tax exemption for married couples. Permanently. That’s double what it was a few years ago. Triple what it was a decade ago. For families sitting on $20-40 million in net worth, this feels like breathing...
