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Key Interest Rates in Advanced Estate Tax Planning

Chairman of the Federal Reserve Jerome Powell has been an intensely watched figure since March, 2022 when he announced the first of a string of recent interest rate hikes. …

Pairing Tips for Vintage Wines and Vintage Trusts

Over the last 15 years, vintage wine has produced (by one measure) a 10.6% annualized return1. Some wines have done even better….

Debt Ceiling Crisis Averted

For clients with the capacity and interest to transfer wealth to family members, intra-family loans may be a strategy to discuss and consider….

Estate Planning – Intra-Family Loans

For clients with the capacity and interest to transfer wealth to family members, intra-family loans may be a strategy to discuss and consider….

Estate Planning – Spousal Lifetime Access Trusts (SLATS)

A SLAT, or Spousal Lifetime Access Trust, is a special type of irrevocable trust available to married couples….

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Choreo Insights

Key Interest Rates in Advanced Estate Tax Planning

Pairing Tips for Vintage Wines and Vintage Trusts

Debt Ceiling Crisis Averted

Estate Planning – Intra-Family Loans

Estate Planning – Spousal Lifetime Access Trusts (SLATS)

Let’s Talk

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