The One Big Beautiful Bill, signed into law on July 4, 2025, is expected to significantly reshape how families plan, preserve and transfer wealth. With sweeping changes to tax policy—including permanent individual rate cuts, expanded estate exemptions and new deductions—the legislation introduces both complexity and opportunity for financial professionals and their clients.
To help financial professionals navigate this pivotal moment, join the Ameritas advanced planning team and our strategic alliance, BakerHostetler, for a timely special webinar on July 15 at 1 p.m. CT. BakerHostetler is a nationally recognized law firm with more than 100 years of experience and offices across the United States. Their deep expertise in tax law and estate planning makes them a valuable partner in interpreting and applying the provisions of this landmark legislation.
This session will break down the core elements of the bill and explore its implications across multiple advanced planning topics. While the bill introduces some uncertainty, it also opens the door to unprecedented planning opportunities. The webinar will offer actionable strategies to help financial professionals guide clients with clarity and confidence in this new tax environment.
The One Big Beautiful Bill, signed into law on July 4, 2025, is expected to significantly reshape how families plan, preserve and transfer wealth. With sweeping changes to tax policy—including permanent individual rate cuts, expanded estate exemptions and new deductions—the legislation introduces both complexity and opportunity for financial professionals and their clients.
To help financial professionals navigate this pivotal moment, join the Ameritas advanced planning team and our strategic alliance, BakerHostetler, for a timely special webinar on July 15 at 1 p.m. CT. BakerHostetler is a nationally recognized law firm with more than 100 years of experience and offices across the United States. Their deep expertise in tax law and estate planning makes them a valuable partner in interpreting and applying the provisions of this landmark legislation.
This session will break down the core elements of the bill and explore its implications across multiple advanced planning topics. While the bill introduces some uncertainty, it also opens the door to unprecedented planning opportunities. The webinar will offer actionable strategies to help financial professionals guide clients with clarity and confidence in this new tax environment.