The Importance of Updating Beneficiary Designations

Don James of DJ Tax Solutions explains why updating your beneficiary designations is essential after major life events and how outdated forms can override your estate planning wishes.

By |2026-08-25T17:46:22+00:00August 7, 2026|Estate Planning, Inheritance|Comments Off on The Importance of Updating Beneficiary Designations

Estate Tax and Business Sale Planning After the OBBBA

DJ Tax Solutions explains how the One Big Beautiful Bill Act (OBBBA) affects estate tax planning, business sales, and succession planning for business owners and high-net-worth families.

By |2026-08-25T17:36:54+00:00August 7, 2026|Business Financial Planning, Estate Planning|Comments Off on Estate Tax and Business Sale Planning After the OBBBA
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