Your Legacy Plan May Have Changed Without You Even Knowing! New Regulations Open 6 Estate Plan “Wormholes”

Law changes have created incredible estate planning opportunities for savvy Americans. However, the massive changes may have made many estate strategies outdated.

If you haven’t created or reviewed your estate plans in light of these new rules, you’re at risk of…

  • Accidentally disinheriting your spouse (because of an outdated trust or estate strategy)
  • Failing to take advantage of a temporary tax window (just through 2025)
  • Shortchanging your loved ones by leaving Uncle Sam too much of your hard-earned money
  • Forcing your loved ones to liquidate their inheritance to pay taxes (because IRA rules changed)

All because your will, trust, or estate plan hasn’t been updated to reflect the new laws.

Right now, you’ve got a limited window (just until Dec. 31, 2025 or maybe sooner if lawmakers take these opportunities away) to take advantage of the possibilities introduced by recent laws.

This guide reviews the top new opportunities and the shocking changes that may put estate strategies at risk…PLUS a simple checklist to help you clarify your situation and the exact next steps you need to take.

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Inside the Investor Mind: Bias, Belief, and a Better Way to Make Financial Decisions

Inside the Investor Mind: Bias, Belief, and a Better Way to Make Financial Decisions

What do you think it would take to make better—or even perfect—financial decisions? More information or more time? Even with that, you can also use less to do more with your money. And that means less bias when it’s time to make key financial decisions. Our feelings, muddled memories, and even faulty reasoning can all nurture our biases. So can our fears and “intuition.” Still, with a little understanding of those biases, we can start to break free of them.1 That’s the focus of this month’s Visual Insights Newsletter. Click here to see it! No...

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