Crump Life Insurance Services’ Post

The One Big Beautiful Bill Act (OBBBA) gave us clarity — now it’s time for strategy. In this follow-up episode, Caroline Brooks, Crump's Senior Vice President of Advanced Sales, delves into the planning opportunities that the #OBBBA unlocks, including dynasty trusts and ILITs, as well as tax diversification and nonprofit planning. Whether you work with high-net-worth families, business owners, or philanthropic clients, these insights can help you guide them forward with confidence. Listen now to learn what’s next after the OBBBA. https://lnkd.in/eJx-Q-QD Check out these other OBBBA Resources from Crump: The $15 Million Question: What the One Big Beautiful Bill Act Means for You and Your Clients: https://lnkd.in/ehsa3VDh OBBBA Summary of Key Changes: https://lnkd.in/e6cBjQfG #EstatePlanning #Crump #CharitableGiving #OneBigBeautifulBillAct