AB Law Blog
Your Trust Could Reach the 37% Tax Bracket at Just $16,000
You built your IRA to give your family security and opportunity. But if it passes to a trust, SECURE Act rules can force withdrawals faster while retained income reaches the 37% federal bracket at just $16,000 in 2026. Here’s what to review before one form changes what your wealth can do…
What Happens to Your Business When You Die Without a Plan?
Make-A-Will Month is a good reminder to think about this. But for business owners, a will barely scratches the surface. We work with business owners on exactly these questions, and the gaps we find are almost always the same…
You Made a Will. Here’s What It Can’t Do.
You did it. You made a will. That matters more than you know. But here’s what most families don’t realize until it’s too late: making a will is the first step in protecting your family, not the last. Here’s the checklist that comes next…
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