Read more about the article The OBBBA Didn’t Solve Your Estate Problem. Here’s What It Missed.

The OBBBA Didn’t Solve Your Estate Problem. Here’s What It Missed.

The One Big Beautiful Bill Act raised the federal estate tax exemption to $15 million per person — $30 million for a married couple. Most successful couples saw that number and assumed the estate planning conversation was over. It isn’t. The OBBBA left one critical gap completely untouched: the GST exemption is not portable between spouses. Whatever exemption the first spouse doesn’t allocate before death is gone permanently. For a married couple at $12 million today, that gap costs their family $14.6 million by the time the second spouse dies. Here’s the math — and why the Dynasty Bridge Trust is the right structure for couples who think they’re below the threshold.​​​​​​​​​​​​​​​​

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Does Your Offshore Trust Actually “Activate” When You Need It? What the Critics Get Wrong — and What Your Instrument Should Say

Most offshore trusts don’t activate when you actually need them. Here’s what the activation mechanism should say in your governing instrument — and where critics of hybrid structures get the analysis wrong

Continue ReadingDoes Your Offshore Trust Actually “Activate” When You Need It? What the Critics Get Wrong — and What Your Instrument Should Say