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Economy

Estate Tax Changes Under Recent Tax Acts

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In 2025, the OBBBA made permanent the gift and estate tax basic exclusion and GST exemption amount established by the Tax Cuts and Jobs Act (TCJA) of 2017. Beginning in 2026, that amount is $15,000,000 for both (indexed annually for inflation starting in 2027).

Beyond Traditional Asset Classes: Exploring Alternatives

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Stocks, bonds, and cash are fundamental components of an investment portfolio. However, many other investments can be used to try to spice up returns or help reduce overall portfolio risk. So-called alternative assets have become popular in recent years as a way to provide greater diversification.