Big Beautiful Bill: What Estate-Planning Steps Make Sense Now?

Published on July 9, 2025

The client’s wealth level will be a major factor.

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Focused on the Future: Purpose-Driven Planning in the Age of AI

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Opal's Lee Korn details how his firm is growing by focusing on people, purpose and process.

The Long View: Push-pull

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ClearBridge Investments believes positive forces from One Big Beautiful Bill Act passage and future interest rate cuts should soon outweigh negative forces of tariff actions.