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TaxFi Solutions

Estates

Planning for the future involves more than just wills—it requires smart estate and trust strategies to protect your assets and ensure your wishes are honored. This category covers everything from setting up trusts, estate tax planning, probate processes, and wealth transfer techniques to legal considerations and beneficiary designations. Whether you’re an individual planning your legacy or an advisor guiding clients, these articles help simplify complex topics for better financial security.

Pink umbrella in the rain symbolizing protection and stability, representing the concept of term life insurance for financial freedom.

Pink umbrella in the rain symbolizing protection and stability, representing the concept of term life insurance for financial freedom.

Term Life Insurance for Financial Freedom: A Practical Guide to Protecting Your Future

Christian Wolff

Nov 174 min read

Map of the United States with pinpoints representing different states and local tax locations, symbolizing the impact of SALT deduction changes across the country.

Map of the United States with pinpoints representing different states and local tax locations, symbolizing the impact of SALT deduction changes across the country.

Understanding the Upcoming Changes to the SALT Deduction

Christian Wolff

Oct 293 min read

If you're a farmer, landowner, or just someone with an eye on rural tax policy, there's something in the recently passed One Big Beautiful Bill Act (OBBBA) that might interest you. One of the lesser-known—but potentially impactful—provisions of the bill is Section 70437, which introduces a new tax option for people selling farmland to other farmers.

If you're a farmer, landowner, or just someone with an eye on rural tax policy, there's something in the recently passed One Big Beautiful Bill Act (OBBBA) that might interest you. One of the lesser-known—but potentially impactful—provisions of the bill is Section 70437, which introduces a new tax option for people selling farmland to other farmers.

New Tax Break for Farmland Sales: What’s in the “One Big Beautiful Bill Act” for Farmers?

Christian Wolff

Aug 133 min read

The White House, the official residence and executive office of the President of the United States, viewed from the front with the American flag flying atop the building.

The White House, the official residence and executive office of the President of the United States, viewed from the front with the American flag flying atop the building.

Modernizing Federal Payments: What the New Executive Order Means for Americans

Christian Wolff

Aug 113 min read

Wrapped gift box with a ribbon placed on a wooden table, symbolizing gift giving and tax planning.

Wrapped gift box with a ribbon placed on a wooden table, symbolizing gift giving and tax planning.

Understanding the Gift Tax Return: Clearing Up the Confusion

Christian Wolff

Jul 274 min read

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