I recently had a conversation with a client who had a big fat 529 plan and was planning to take a distribution from it to pay for his child’s first college tuition payment. We both knew that this 529 ...

As older adults face mortality during the pandemic, lawyers and wealth advisers are using color-coded documents and flowcharts to help them understand estate planning. By Paul Sullivan Andrew D.

Because of the COVID-19 pandemic, companies are compelled to find new ways to communicate with their audiences. Many are unsure whether they should communicate at all; and even if they know they ...