Texas court unwinds life settlement sale by unlicensed buyer.

Top earners may flee the state, but the proposed tax could follow them.

Competing views on monetary policy.

David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.

Christopher P. Woehrle discusses the charitable lid technique and why it’s an effective tool for the estate and charitable gift planner.

Lack of shared prosperity and high unemployment lead to financial insecurity.

What’s the required policy response?

Outlining the considerations and pitfalls for trustees.

Include clear instructions for executors over the division of personal property.