Planning Implications of the One Big Beautiful Bill Act of 2025
The signing of the federal budget bill into law on July 4th creates new planning opportunities and considerations. Please read […]
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estate planning
“Planning for the 2026 Sunset of the Estate Tax Exemption” webinar recording
Co-Heads of Chevy Chase Trust’s Planning Group, Laly Kassa and Elizabeth Kearns, discuss what’s at stake, who should pay attention […]
Q & A with Leslie K. Smith
Recently, we sat down with Leslie Smith, Senior Managing Director responsible for the financial and estate planning services of the firm.
