Tips From the Pros: Does the Estate Tax Really Matter?

Published on July 17, 2025

Al W. King III posits that since there’s no way to predict future taxes despite so-called “permanent” changes with tax legislation, the glass should remain half full for estate planners and clients’ desires and need for trusts.

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Lawsuit: Edelman Didn't Ask Questions When Client Liquidated IRA For Crypto Scam

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According to the complaint, New York resident Stella Maksumova didn’t get any pushback from her advisor when she opted to withdraw her retirement funds. Edelman claims her planner warned her against the idea, but she didn’t take the advice.

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