Estate Planning

What to Look For in Family Offices in Washington DC

Written by Staff Writer on August 15, 2023. Posted in Estate Planning, Wealth Management.

A family office is a privately held investment and wealth management firm established to look after the investment, financial,...

So Many Types of Trust Funds: Which Is Right for You?

Written by Staff Writer on August 10, 2023. Posted in Estate Planning, Wealth Management.

Before we look at the different types of trust funds and trusts, let’s explore the subtle difference between the...

Setting up a Trust: An Easy 8-Step Guide

Written by Staff Writer on August 10, 2023. Posted in Estate Planning.

It’s important to know how to set up a trust. Looking to secure your loved ones’ financial future by making...

The Ultimate Estate Planning Checklist

Written by Staff Writer on July 29, 2023. Posted in Estate Planning, Tax.

Estate planning can be overwhelming. That’s where a good estate planning checklist comes into play. One of the...

What Is a Family Office and Do I Need One?

Written by Staff Writer on June 6, 2023. Posted in Estate Planning, Tax, Wealth Management.

Among world’s richest families, the concept of a “family office” is not new. Even in antiquity, a noble family would...

What is a Donor-Advised Fund and How Does it Work?

Written by Staff Writer on May 23, 2023. Posted in Charitable Giving, Estate Planning, Tax.

People interested in planned charitable giving have been increasing asking: What is a donor-advised fund? Donor-advised...

Types of Charitable Giving: The ABCs of Donations

Written by Staff Writer on May 17, 2023. Posted in Charitable Giving, Estate Planning.

Highlights from this article There are five main types of donations: cash donations, stocks and other securities,...

What Is the Difference Between a Will and a Trust?

Written by Staff Writer on May 7, 2023. Posted in Estate Planning.

Wills and trusts allow an individual to have a say in how their estate is distributed after they have shuffled off this...

What Is Estate Planning and Is It for You?

Written by Staff Writer on March 24, 2023. Posted in Estate Planning, Tax.

Key Concepts Estate planning has great value for wealthy families, but it can benefit people at almost any income...

How to Avoid Inheritance Tax and Control Your Legacy

Written by Staff Writer on March 16, 2023. Posted in Estate Planning, Tax.

When it’s time for estate planning, one of the items on the agenda might be how to avoid inheritance tax. Estate planning...

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COPE CORRALES is an independently owned and operated firm located in Washington, DC. Please check out the background of our financial professionals on FINRA’s BrokerCheck website. Please review important Disclosure information set forth in this website.

Please check out the background of our financial Professionals on FINRA's BrokerCheck website