How Biden’s Budget Proposals Impact Pre-2026 Planning

Apr 16, 2024

Martin M. Shenkman and Joy Matak discuss proposals in the 2025 Green Book.

Tips From the Pros: On the Road to Incapacity

Apr 16, 2024

Charles A. Redd explains what an advisor should do when a client has declining or diminished capacity.

Donor-Advised Funds: A Versatile Tool for Clients and a Powerful Tool for Advisors

Apr 16, 2024

Ron Ransom and Sandra Swirski share the benefits of a donor-advised fund.

Tax Law Update: May 2024

Apr 16, 2024

The most pressing tax law developments of the past month.

On the Cover: May 2024

Apr 16, 2024

Legal Editor Anna Sulkin Stern discusses this month's cover art.

Note From the Editor: May 2024

Apr 16, 2024

Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.

Five Types of Liability Insurance For Clients to Consider

Apr 10, 2024

Estate planners should have a role in the overall risk management aspect of a client’s planning.

Ask The Experts: The Corporate Transparency Act

Apr 08, 2024

This new law, which took effect Jan. 1. 2o24, was enacted to help prevent and combat money laundering, terrorist financing, corruption, tax fraud and other illicit activity. It requires corporations, limited liability companies and other filing...

Trusts & Estates: April 2024 Digital Edition

Apr 02, 2024

Special Report: Arts, Auctions & Antiques. Plus our features on Fiduciary Professions and Perspectives, plus columns on Tax Law Update, Philanthropy and Tips From the Pro

Tax Law Update: April 2024

Mar 18, 2024

The most pressing tax law developments of the past month.