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Key Financial Planning Conversations: Current Law vs. One Big Beautiful Bill Act

May 30, 2025 · 1 min read

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Client conversations while the legislative process is played out during 2025:

  • Client education and question: Reinforce your role as their trusted advisor on all things financial by keeping them informed on current status and main provisions answering their questions.

  • Prioritize clients: Review clients’ financial plans to identify those likely to be most impacted by the legislation as it evolves so you can start pre-planning conversations with them as legislative provisions become more certain.

  • Identify potential trust needs: If trust work

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