Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Tax and Investing Pitfalls Greet Americans Who Move to Europe
By Jane Wollman Rusoff"Certain investing techniques don’t work here," France-based advisor Robert Levitt tells ThinkAdvisor.
July 23, 2025
House Passes 2 SEC BillsUnder the bills, the SEC would create a senior investor task force and update its small business definition.
July 23, 2025
12 States With the Highest Life Insurance Premium Spending per AdultHigh-ranking states may have a quiet force promoting economic stability for families.
July 23, 2025
7 Ways Business-Owner Clients Can Prep for Natural DisastersNearly one-third of Americans have taken no financial steps to get ready for adverse events, polling shows.
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.