Mid-2026 Briefing: What Actually Changed for UHNW Families
An editor's ledger at the year's midpoint: the Wyden bill's stalled trajectory,Read More »The $15M Exemption Is Permanent. Estate Planning Is Not Done
A permanent $15 million exemption has tempted families to declare estate planningRead More »OBBBA Income Tax Planning for UHNW Families: What Changed
The OBBBA locked in the 37% top rate and 20% LTCG, expandedRead More »PPLI After the OBBBA: Planning Beyond the Estate Tax
With the estate and gift exemption permanent at $15 million per person,Read More »Inside the Wyden Bill: What S.4279 Would Mean for PPLI
A measured reading of Senator Wyden's S.4279: what the bill would actuallyRead More »The 2026 Senate PPLI Proposal: What It Says, What It Doesn’t, and What It Means for Sophisticated Families
Senator Wyden's 2026 PPLI proposal — S. 4279 — would deny federalRead More »