When the Advisor Is the Heir, and the Client Is the Asset

Published on July 4, 2025

Sometimes, you may be the one getting a gift.

       
Continue reading on website
Other news

House Sends $3.3T Tax Package, With HSA Provisions, to Trump

July 4, 2025
The One Big Beautiful Bill Act also renews many current tax provisions and imposes health program funding cuts.      Related StoriesMedicare Posts $11.2B Operating Profit for 2024Osaic Exec Disputes Details of Multibillion-Dollar AmeriFlex SplitWidow Sues Fidelity Over Husband's Account in Beneficiary Designation Case

Trump Signs His Tax-and-Spend Bill at White House Ceremony

July 4, 2025
He signed the bill into law Friday, enshrining an extension of tax cuts and steep cuts to some health programs.      Related StoriesMedicare Posts $11.2B Operating Profit for 2024Osaic Exec Disputes Details of Multibillion-Dollar AmeriFlex SplitWidow Sues Fidelity Over Husband's Account in Beneficiary Designation Case