High-net-worth families have time to take advantage of higher estate and gift tax exemptions before they’re significantly reduced if TCJA provisions sunset.
Lake Oswego, Oregon, Oct. 09, 2023 (GLOBE NEWSWIRE) Oasis Wealth Planning Advisors (Oasis Wealth) and Lawrence Financial Planning (LFP) embrace synergies in a merger that places clients at the forefront, enveloped