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December 11, 2025

The “One Big Beautiful Bill Act” Is Now Law — What It Means for Estate Planning, Elder Law, Special Needs Planning & Business Owners

A major new piece of legislation — informally referred to as the “One Big Beautiful Bill Act” — has just been enacted, and it brings sweeping changes that affect estate planning, elder law, special needs planning, and business-owner clients. This law is designed to simplify, modernize, and harmonize several fragmented rules that have long created confusion for families, attorneys, and financial professionals. Below is a breakdown of what’s changing and why it matters.

ElderLawSpecialNeedsPlanning

December 10, 2025

Estate Planning for Business Owners: Protect What You Built and Plan What Comes Next

For business owners, estate planning isn’t just about passing on assets — it’s about protecting a company, employees, income, and a legacy that may have taken decades to build. Yet many entrepreneurs delay estate planning because they’re busy running the business. Unfortunately, without a solid plan, the very business you worked hard to grow could be disrupted, undervalued, or forced into sale at the worst possible time. This guide explains why estate planning for business owners is different — and why it’s essential.

BusinessOwnersSuccessionPlanning

December 4, 2025

Retirement Planning for Business Owners: Protecting Your Future While Protecting Your Business

As a business owner, retirement planning looks very different than it does for traditional employees. You’re not just preparing for your own future — you’re also responsible for the future of the business you built, the employees who rely on you, and the legacy you want to leave behind. And while many entrepreneurs are exceptional at growing companies, they often postpone personal retirement planning because they’re focused on day-to-day operations. But here’s the truth: 👉 Your business is part of your retirement plan — but it cannot be the only plan. 👉 Without a clear exit strategy, your personal financial security may be at risk. 👉 With early, planning, you can retire confidently, protect your business, and maximize your legacy. This guide breaks down the essentials every business owner needs to consider.

RetirementPlanningBusinessOwners

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