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Estate taxes are the federal tax on transferring your wealth to heirs after you die. Not everyone pays them; only very large estates are taxed but understanding how they work can help you take control of your future and protect your family’s legacy. As of 2025, the federal estate tax exemption is $13.99 million for individuals and $27.98 million for married couples.¹ Estate taxes can change, however; so, even if you may not qualify now for a federal estate tax, it’s important to plan ahead and review your current estate strategy.

We'll dive into a brief history of estate taxes and discuss how planning ahead is crucial to ensuring your assets are distributed according to your wishes and your loved ones are taken care of.

If you've heard the buzz about the One Big Beautiful Bill, you might be wondering what it means for you.  Signed into law on July 4, 2025, this new domestic policy package extends key parts of the 2017 Tax Cuts and Jobs Act (TCJA) and introduces several new tax rules that could affect individuals, families, and small businesses in the years ahead.

While some changes take effect right away, others will roll out in 2026 or later.  A few are even temporary.  So, now's a great time to connect with your tax, legal, or accounting professional to see how these updates might shape your financial picture.

Let's take a look at some of the highlights of this bill that could impact most taxpayers.

Let's be honest, insurance might not be the most exciting topic, but it's one of the smartest ways to protect your financial future.  Just like your playlist or favorite pair of jeans, your insurance needs will change and evolve as you move through life.

While insurance needs are specific to your unique circumstances; let's walk through the key stages of life and explore how to align your insurance strategy with your financial goals.