Estate Planning, Charitable Giving, and Trusts: The Big Beautiful Breakdown
Description
In this episode of Law Talk with the Flock, CEO Jeana Goosmann sits down with estate and business succession attorney Ashley Kraus to break down the biggest updates from this year’s “Big Beautiful Bill” — the sweeping tax legislation reshaping estate planning and charitable giving.
Ashley explains the permanent extension of the federal estate and gift tax exemption, new incentives for charitable contributions, and how strategies like bunching, CRATs, and CRUTs are evolving under the new rules. They also discuss portability, Form 706 filing deadlines, and why proper tax coordination after a spouse passes is more important than ever.
This episode gives you clear, practical guidance on changes for year-end planning, philanthropy, and protecting a growing estate — plan smart and get more information at goosmannlaw.com.
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