California’s Proposition 40 Billionaire Tax

Published on August 5, 2026

How to prepare before the November 2026 ballot.

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Aging Costs Are Eating into Family Wealth

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Unless legislative changes are made, heirs may not get their expected inheritances.

Edelman, Prime Capital To Settle Lawsuit With Stipulations on Advisor Moves

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The multi-year legal battle ends with an injunction requiring Prime Capital to ensure that Edelman planners moving between firms adhere to transition protocols.