As we continue into 2026, staying ahead of financial and legal shifts isn’t just smart—it’s essential. That’s exactly what you’ll get from The Legacy Ledger, the newsletter from Laddey Clark & Ryan that delivers experienced perspectives on estate planning, tax changes, business law, and practical guidance for preserving what matters most.
Whether you’re planning for retirement, protecting your family’s future, or running a small business, this issue has valuable articles worth your time.
What’s Inside This Issue of The Legacy Ledger?
Tamryn’s Takeaway: Stability in a Sea of Change
Start with a thoughtful overview from Tamryn Valenzuela, Esq., who helps you navigate the broader landscape of legal and financial change in 2026. It’s a reminder that even when laws and rules evolve, a proactive plan brings stability.
The OBBBA: An Overview of Major Provisions
The One Big Beautiful Bill Act (OBBBA) is one of the most significant pieces of tax and financial legislation in recent memory. This article breaks down its key provisions so you understand what’s new, what’s expanded, and what’s been sunsetted—from tax cuts to complex new rules.
OBBBA and Pass-Through Entities
If you own an LLC, S-Corp, or another pass-through business, this article is a must-read. It explains how the OBBBA reshapes taxation for small and midsize business owners and what that could mean for your tax bill and long-term planning.
OBBBA Affects Charitable Giving and Estate Planning
Charitable strategies and estate plans don’t exist in a vacuum—and the OBBBA’s changes ripple into both. This piece unpacks how the law could influence your philanthropic goals and legacy planning.
Aging in Place: The New Jersey “Double Win” for 2026
Great news for Garden State residents! This article highlights how upcoming federal and New Jersey-specific benefits are making it more affordable for older adults to remain in their homes longer. It’s a must-read for families navigating long-term care decisions.
Read the full January 26, 2026, issue of The Legacy Ledger here.
