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Implementing GRATS, IDGTs, and swap powers can position portfolios for market rebounds while keeping pace with economic ...
I think anyone in California that has any kind of assets needs some estate planning - it doesn't need to be that complicated, ...
As the sun sets on the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows ...
Cortes Law Firm, situated in Oklahoma City, is reaffirming its dedication to offering thorough legal services in estate ...
Experts say there are many reasons some beneficiaries reject assets and big problems if they fail to do so correctly. Here's ...
For pretty much everyone else on the planet, the idea of hoarding Warren Buffett’s wealth (estimated to be between $132 ...
When it comes to estate planning, there can be tons of questions and concerns, including taxes, trusts, the probate process ...
As parents age, adult children often find themselves in the dual role of caregiver and financial planner — a balancing act ...
A new survey finds most Americans don’t prioritize creating a will until they experience a major life milestone, good or bad.
Hannah Keller (L) and Riley Huntington founders of the Red Stick Estate and Finance Council, a group of young estate planners ...
Cortes Law Firm, known for its leadership in probate and estate planning, stands committed to providing top-notch legal ...