The recent passage of what’s being hailed as the “Big Beautiful Bill” has given many business owners and affluent families a false sense of security. With expanded estate tax exemptions and extended tax cuts, some are delaying critical financial planning conversations—assuming their wealth is now protected.

This complimentary guide reveals why that thinking is dangerously premature. Learn why seasoned advisors are urging clients to stay vigilant.

Inside, you’ll learn:

• Why the estate tax exemption increase may only offer temporary relief

• How blended families, business partners, and illiquid assets can still trigger planning gaps

• The overlooked impact of state estate taxes and future legislative risk

Now is not the time to hit pause on protection. It’s time to reevaluate.

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