Enactment of new law will substantially change estate, tax and retirement planning strategies used for decades.

Revised Section 409 of the Uniform Principal and Income Act creates a seismic shift in fiduciary accounting.

Planning challenges and strategies for female clients.

A checklist for practitioners.

What’s past is prologue.

A prenuptial agreement may be the answer.

Charles A. Redd discusses restrictions on and laws relating to no contest clauses.

Robert F. Sharpe, Jr. discusses how advisors can help clients make gifts to both family and the public.