Posts tagged wealth transfer planning

When the Standard Checklist Falls Short: Estate Planning in Newport Beach

Estate planning in Newport Beach requires more than a will. Cooke Wealth Management helps families coordinate trusts, taxes, property, beneficiaries, and charitable goals.

Financial PlanningJuliette Cooke, CFP®, CKA®August 5, 2026estate planning, newport beach estate planning, wealth transfer planning, high net worth estate planning, california estate planning

Multi-Generational Wealth Planning in Orange County: Building a Legacy That Lasts

Explore multi-generational wealth planning strategies that help Orange County families preserve assets, reduce risks, and prepare future generations.

Financial PlanningJuliette Cooke, CFP®, CKA®July 15, 2026multi-generational wealth planning, wealth transfer planning, Orange County wealth management, fiduciary financial advisor

What Is a Charitable Remainder Trust, and Is It Right for Your Estate Plan?

A charitable remainder trust may help defer capital gains, generate income, and create a charitable legacy. Learn how CRTs work and where they fit.

Financial PlanningJuliette Cooke, CFP®, CKA®July 14, 2026charitable remainder trust, charitable giving, estate planning, wealth transfer planning

Estate Tax Exemption 2026: What Changed and What Didn't

Discover what the 2026 estate tax law means for your family, including gifting strategies, trust planning, and federal tax exposure.

Financial PlanningJuliette Cooke, CFP®, CKA®June 4, 2026federal estate tax exemption 2026, estate tax limit 2026, estate planning strategies, gift tax exemption 2026, GST tax exemption, TCJA estate tax changes, OBBBA estate tax, wealth transfer planning, estate tax planning, high net worth estate planning, federal gift tax rules

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