Half of wealth managers see national debt as America's 'most urgent' problem

More than the wars in Ukraine and Israel and a plethora of other problems, financial advisors worry about the country's ability to pay its bills. Read more →

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With Congress slow to act, financial advisors plan ahead on estate taxes

The potential expiration of the Tax Cuts and Jobs Act leaves planners and their clients in limbo, but several strategies are in play today, experts said.

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Supreme Court case tests how life insurance affects estate-tax valuations

The high court heard arguments in a case about a commonly used succession planning tool for closely held businesses that may affect advisors' clients.

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