Taxes, Estate Planning and the Six Million Dollar Wake-Up Call - July 19, 2025

First, Keith and David take a look at a settlement by a big wirehouse with two clients over an investment which overpromised returns but underdelivered, and why that occured. They also uncover provisions in the Big Beautiful Bill now become law that could benefit you from the standpoint of taking the standard deduction or itemizing them, as well as sharing estate planning secrets used by wealthy families to preserve their wealth and ways to use diversification to your advantage in an overvalued stock market.Prosper with Keith Singer is a weekly radio program heard all over South Florida, featuring Keith Singer and David Friedland of Singer Wealth Advisors, based in Boca Raton. Keith and David take on numerous financial topics and investment opportunities, and how they relate to retirement planning, with special emphasis on proper tax and legacy planning.