October 14, 2025
The Big Beautiful Bill includes a provision making forgiven student loans due to death or disability permanently excluded from taxable income.
Previously, these situations could create a surprise tax liability — even when the loan itself was wiped away.
This change removes that risk and creates more certainty for borrowers and their families.
We’ll continue to factor this into our estate and education-related planning for clients where student loans are part of the financial picture.
If you have any questions, please feel free to reach out to our team!
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