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Key Trust and Estate Law Changes Coming in 2025

SimplyTrust Editorial·January 22, 2026·

Updated January 28, 2026

·2 min read

Discover key changes in trust and estate law for 2025 that could impact your financial planning.

Are you prepared for the upcoming changes in trust and estate laws? With the One Big Beautiful Bill Act (OBBBA) set to influence estate planning significantly in 2025, it’s crucial to understand how these new provisions will impact your financial future. Key aspects of the OBBBA include adjustments to tax implications for charitable giving and provisions affecting individuals with disabilities.

In North Carolina and South Carolina, specific developments are also shaping the landscape of estate planning. For example, recent rulings have clarified how fiduciary litigation will be handled, which can affect how estates are administered and disputes are resolved. These changes may alter how families approach inheritance planning, especially in complex cases.

Charitable giving is a major focus of the OBBBA. Expect new tax deductions that could incentivize more philanthropic activities, allowing you to contribute to your favorite causes while also benefiting from potential tax breaks. This is a win-win situation for those looking to leave a legacy that extends beyond their immediate family.

Moreover, individuals with disabilities may see enhanced protections and benefits under the new law. Understanding these provisions can help families ensure that their loved ones receive the support and resources they need, making estate planning more inclusive and thoughtful.

As these changes unfold, it’s essential to consult with a professional who can help tailor your estate plan to align with the new laws. Consider reviewing your current strategies to ensure they remain effective and compliant. Don’t wait until the last minute—prepare now to secure your family’s financial future.

Read the original article →

#North Carolina #South Carolina #estate planning #tax law

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