49th Estate Planning

Your trust wasn't built to pay taxes twice on money it already gave away.

But that's exactly what a provision buried in the One Big Beautiful Bill may be doing right now, to trusts built for a surviving spouse, a child with a disability, or a dependent who relies on every dollar.

A trust that works perfectly on paper isn't the same as a trust that works for your family.

Here's the provision hiding in plain sight, and what it could mean for a trust you thought was already taken care of.
https://49thestateplanning.com/the-new-tax-law-and-your-familys-trust-what-to-know-now/

A trust that worked before this law changed deserves a second look now. Book a complimentary discovery call.
☎️ 907-312-5436
🌐 http://www.49thestateplanning.com
📩 [email protected]
📅 https://bit.ly/49thEPsched
📍 Jordan Creek Center, 8800 Glacier Hwy, Suite 222, Juneau, AK 99801.

Today we celebrate more than just freedom — we celebrate the people we get to share it with.

Grateful for family, friends, and moments like these.

Happy 4th of July from all of us at 49th Estate Planning! ❤️🤍💙

She was the most organized person her daughter had ever known. The notebook proved it.

It still wasn't enough.

Organization is about having the information. Protection is about making sure the right people can actually use it when it matters. Those are two different problems, and most families only solve the first one.

A plan that doesn't match how accounts actually work isn't a plan. It's a false sense of security.

The families who get this right aren't the ones who were the most prepared. They're the ones who understood that preparation alone isn't protection — and who built a system that works for the people who will actually need to use it, in the real conditions they'll be facing.

That's what this work is really about.

See what separates a conversation from a plan that actually protects your family.

https://49thestateplanning.com/digital-estate-planning-why-passwords-arent-enough/

If you want to know your family is truly covered, not just organized — let's talk.
☎️ 907-312-5436
🌐 http://www.49thestateplanning.com
📩 [email protected]
📅 https://bit.ly/49thEPsched
📍 Jordan Creek Center, 8800 Glacier Hwy, Suite 222, Juneau, AK 99801.