Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
House Passes 2 SEC Bills
By Melanie WaddellUnder the bills, the SEC would create a senior investor task force and update its small business definition.
July 18, 2025
What If Life Insurance Applicants Know They Have Harmful Genes?The ALS Association wants to block life insurers from rejecting applicants based on screening test results.
July 18, 2025
'Big Beautiful Bill': 10 Tax Planning Points to Act On NowHere's a quick guide to help advisors move past the noise around the new tax law and into action.
July 17, 2025
SEIA Taps Ex-Fidelity Exec to Head Estate, Tax PlanningBrad Repinsky joins the wealth management firm after serving in leadership roles at Fidelity and Goldman Sachs.
July 11, 2025
When a Client's Child Gets Married, It's Time to TalkPlanning around the happy day presents an opportunity to include adult children in the advisor-client relationship.
July 09, 2025
How Trump’s Tax and Spending Bill Affects Clients, Small BusinessesIt's critical for advisors to understand the extended, enhanced and entirely new provisions in the legislation.
July 08, 2025
6 Estate Planning Strategies Sparked by Trump’s Budget and Tax BillBusiness owners and highly wealthy clients may have new opportunities to unlock and protect wealth.
July 01, 2025
Ex-LPL Advisor Suspended After Family Named as Client's BeneficiariesA client designated the advisor's wife as primary beneficiary on six LPL accounts, FINRA says.