Break it down into bite-sized pieces and identify and overcome certain key personal concerns.

Understanding tax treatment and related planning strategies.

Charles A. Redd highlights several client intake considerations that should be examined carefully before accepting a new client engagement.

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

Legal editor Anna Sulkin discusses this month's cover.

Fidelity Charitable received $331 million in digital assets last year through its donor-advised funds, a nearly 12-fold increase from the $28 million it got in 2020.

Editor in Chief Susan R. Lipp discusses this month's issue.

Working from home from an estate planner’s perspective.