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The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025, making tax provisions that were scheduled to expire at the conclusion of 2025 permanent under the law. The OBBBA directly impacts your tax situation, your retirement, funding and paying for education, and your estate planning. Here are a few important provisions that may benefit you and your family.
If you’ve decided to start your estate planning journey, congratulations—you’ve taken an important step toward protecting your future and your loved ones.
But as you begin the process, you might be surprised by how many questions your attorney asks. Why do they need to know so much? Isn’t a simple will enough?
If you’ve been thinking about retirement, helping aging parents, or planning for the next phase of life, now is the time to make sure your own affairs are in order. One of the most overlooked—but most critical—steps is creating or updating your estate planning documents.
It’s easy to put it off. Life is busy, and you may feel healthy and capable. But waiting to take action can carry real, lasting consequences for you and your family.
As an elder law attorney, one of the questions I often receive from clients planning for retirement or long-term care is about annuities—what they are, how they work, and whether they’re a good fit for their estate or Medicaid planning strategy.
