A proposed bill to permanently raise the estate‑tax exemption offers planning clarity—but it’s not law yet. Here’s why any major tax change should prompt a review, and why plans shouldn’t be reactionary to political shifts.
Introduction
A recent WSJ article reports that a new tax-and-spending bill in Congress “would permanently allow people to hand their heirs $15 million without paying a dime,” indexed to inflation—and double that for married couples wsj.com. While proponents argue it brings certainty to estate planning, there’s a lot to unpack—especially for business owners, high-net-worth individuals, and legacy-focused families. Here’s why this proposed change should trigger a review of your plan—but not a complete reset.
It’s Still Just a Bill (For Now)
June 18, 2025 | Estate planning
A proposed bill to permanently raise the estate‑tax exemption offers planning clarity—but it’s not law yet. Here’s why any major tax change should prompt a ...
Learn More
June 11, 2025 | Estate planning
Discover why estate planning isn’t just for the wealthy. Learn the difference between wills and trusts, when to use them, and how to avoid probate to protect your family’s future. Estate Planning Demystified Estate planning isn’t about jets and mansions. It’s about making sure your assets—from ...
Learn More
May 28, 2025 | Estate planning
Explore how art investors can protect and transfer their collections using trusts, family entities, and tax-efficient strategies. Learn how to integrate art investments into a ...
Learn More
May 21, 2025 | Estate planning
Uncovering the lesser-known assets that could trigger estate taxes if you don’t plan ahead. When people hear the term “estate,” they often think it only includes things like a home, investment accounts, or ...
Learn More
May 12, 2025 | Estate planning
Adaptable trust planning: Your key to preserving wealth amid tax uncertainties. In an era where tax laws are in constant flux, high-net-worth families and their advisors must employ adaptable trust strategies to safeguard and efficiently transfer wealth. ...
Learn More
May 7, 2025 | Estate planning
In a significant move for estate planning and tax professionals, Pennsylvania has finally joined the rest of the nation in recognizing federal grantor trust rules. Governor Josh Shapiro signed Senate Bill ...
Learn More
April 30, 2025 | Estate planning
Estate planning is more than just drafting a will—it’s a comprehensive process that requires collaboration between various professionals to ensure your wishes are effectively executed. From consultation to drafting documents and aligning assets, each step plays a crucial role in protecting your family and legacy. Here’s why working with a team of ...
Learn More
April 21, 2025 | Estate planning
Why failing to plan now could cost your loved ones later. Many people assume estate planning is only necessary for the wealthy or elderly—but in truth, everyone needs one. Without an estate plan, your ...
Learn More
April 14, 2025 | Estate planning
Protecting your wealth is just as important as growing it. Many high-net-worth individuals and business owners focus on investment growth, tax efficiency, and estate planning but overlook asset protection—a critical ...
Learn More
April 2, 2025 | Estate planning
Family trust disputes can tear apart relationships and erode the wealth you’ve worked so hard to build. At Omni 360 Advisors and Omni Legacy Law, we understand that ...
Learn MoreClick here to see how we
can be of assistance.
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Connect with us on Social Media using the following buttons:
Listen in, Join the Conversation!
Inflation affects more than your portfolio. Learn why coordinating your financial advisor, CPA, and estate planning attorney can help protect wealth, improve tax efficiency, and ...
<p>The post Inflation, Uncertainty, and the Value of a Coordinated Advisory Team first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Discover how Omni360 Advisors helps business owners, executives, and multigenerational families navigate wealth management, business planning, tax strategy, and legacy planning through a coordinated advisory ...
<p>The post Why Work With Omni360 Advisors? A Holistic Approach to Wealth, Business, and Legacy Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Learn how Spousal Lifetime Access Trusts (SLATs) can help families transfer wealth, reduce potential estate taxes, and maintain financial flexibility for future generations. For many ...
<p>The post Spousal Lifetime Access Trusts (SLATs): A Strategic Tool for Wealth Preservation and Family Flexibility first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
