Free Download · 2026 Edition
The Tax Code Changed in 2026.
Is Your Advisor Talking About It?
A practical, 24-item planning checklist for Texas families with $1M+ in assets — covering every major change that affects your wealth this year.
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24 Action Items
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Built for $1M+ Households
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Free · No Obligation
What's Inside
24 action items your advisor should already be working through.
The 2026 tax code brought the biggest changes to estate and income planning in a decade. A $15M estate exemption. A raised SALT cap of $40,400 for 2026. A permanent 20% QBI deduction. New vehicles like Trump Accounts. If your advisor hasn't talked to you about all of these — this checklist is a good place to start the conversation.
(per person, 2026)
(joint filers, MAGI ≤$500K)*
(now permanent)
(annual contribution limit)
7 Planning Categories Covered
- 1 Estate Planning — Exemptions, trusts, beneficiary designations
- 2 Income & Tax Strategy — Roth conversions, QBI, SALT, loss harvesting
- 3 Retirement Planning — RMDs, Social Security timing, catch-up limits
- 4 Business Owner Planning — Exit, QBI optimization, structure review
- 5 Investment Portfolio Review — Risk posture, concentration, rebalancing
- 6 Charitable Giving — Bunching, QCDs, DAFs
- 7 Insurance & Protection — Coverage gaps, long-term care, policy review
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Lake Hills Wealth Management · lakehillswm.com
Who This Is For
Built for families who have earned complexity.
About Lake Hills Wealth Management
Fee-only fiduciary wealth management for Texas families.
Lake Hills Wealth Management is a fee-only, fiduciary RIA serving high-net-worth families in Austin and East Texas. We don't earn commissions. We don't sell products. We charge a transparent advisory fee and put every recommendation in your best interest — by law and by design.
Our team of CFP® professionals uses a proprietary quantitative investment process alongside comprehensive financial planning — coordinating with your CPA and estate attorney so nothing falls through the cracks.