The One Big Beautiful Bill Act opens the door for advisors to implement advanced wealth transfer strategies in 2026.
Two estate and tax planning experts gave their advice on what strategies advisors can put in place this year during a webinar by the National Association of Insurance and Financial Advisors.
The OBBBA’s historic increase in the estate tax exemption creates a time-limited planning window, said Dawn Hallman, founder and principal attorney of Hallman and Associates in Norman, Okla…