Estate planning experts emphasize that proper preparation can make all the difference between a smooth transfer of assets to ...

In this excerpt from The Business Journal Roundtable Series featuring wealth building, local wealth management experts ...

Whether you’ve chosen a life without kids or haven’t decided yet, you may not have obvious heirs to inherit your home or ...

In troubled times like these, wealthy clients may seek financial refuge outside of the U.S. But that could cause more tax and ...

Retirement is the perfect time to update your estate plan—here are 5 smart changes retirees should make to protect assets and secure their legacy.

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift.

Cortes Law Firm, a well-known legal practice in Oklahoma City, is offering a thorough look at its estate planning and probate ...

Watches continue to hold significant financial and sentimental value, and may be one of the best performing investments in ...

Budget speculation has resulted in a fresh wave of estate planning queries, according to Rathbones. The wealth manager said ...

Cortes Law Firm, known for its leadership in probate and estate planning, stands committed to providing top-notch legal services in Oklahoma City. This firm focuses on trusts, wills, and estate ...