Estate Tax Planning

For many families, a business is the largest asset they will ever pass on. How that business is valued for estate tax purposes can decide whether heirs keep it or are forced to sell. A recent shift in the law has made those valuation questions harder to set aside. Why Business Valuation Draws IRS Attention

For years, families with larger estates planned around a deadline. A tax break was set to shrink at the end of 2025, and the clock was ticking. A new federal law changed that, and the shift matters for how you approach estate tax planning today. What the One Big Beautiful Bill Act Changed On July