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Estate Planning Blog

How to avoid having your nest egg scrambled.

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Photo of Estate Planning Blog Victoria F. Dickson
Associate
vdickson@mcbrayerfirm.com
859.231.8780
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Victoria Dickson knows there’s no such thing as a one-size-fits-all estate plan. That’s why each and every document she creates in her Lexington, Kentucky, estate planning …

Showing 1 post by Victoria F. Dickson.

Review Your One Big Beautiful Estate Plan: Estate and Tax Changes under the OBBBA

On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), a sweeping tax reform package that reshapes the financial landscape for high-net-worth families. From estate tax exemptions to new savings vehicles for children, the Act presents both opportunities and strategic considerations for those looking to preserve and grow their wealth across generations. More >

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