by: Chris McGraw, JD, LL.M., Senior Wealth Strategist Introduction Grantor Retained Annuity Trusts (GRATs) are widely used in estate planning to transfer wealth to beneficiaries

ARTICLE HIGHLIGHTS The One, Big Beautiful Bill Act, signed into law on July 4, 2025, marks a significant shift in the U.S. tax landscape by

by Keenan P. Call, JD, CPWA®, ABFP®, Director, Family Office Services Estate planning, when approached thoughtfully, is about much more than transferring assets—it’s about preparing

In 1789, Benjamin Franklin wrote “In this world, nothing is certain except death and taxes.”  Today he might add, “and Congress will continuously change the