New USPS Rule: Be Careful When the Postmark Matters
Important Update Effective December 24, 2025 Many people assume that the date stamped on a piece of mail—the postmark —is the same date the U.S. Postal Service actually received the item. As of late 2025, the USPS has clarified that this is not always the case , and the distinction can matter when legal or tax deadlines are involved. The New USPS Rule On November 24, 2025 , the U.S. Postal Service adopted a new final rule (39 C.F.R. Part 111), effective December 24, 2025 , in
3 days ago
2026 Estate & Gift Tax Changes: What You Should Know Before Planning Ahead
The IRS recently announced some important updates that will affect estate planning going into 2026. On October 9, 2025, the IRS released Revenue Procedure 2025-32 , which outlines new inflation-adjusted tax numbers for the coming year. While these tax announcements don’t usually make headlines, they matter when it comes to protecting what you’ve worked so hard to build. Starting January 1, 2026, the estate, gift, and generation-skipping transfer tax exemption will increase to
Dec 3, 2025
What the OBBB Act Means for Small to Mid-Sized Estates - Condensed Version
When the One Big Beautiful Bill (OBBB) Act was signed into law on July 4, 2025, much of the attention focused on its impact on very...
Sep 23, 2025
Understanding Proposition 19 and Its Impact on California Families
California voters passed Proposition 19 in November 2020, and its provisions took full effect in 2021. While much of the attention has...
Sep 18, 2025
Keeping Wealth in the Family: The Dynasty Trust
When it comes to planning for your children’s future, most people focus on simply leaving assets behind. But what if you could go a step...
Aug 2, 2025