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Chris Cardone

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Impact of Artificial Intelligence on Estate Planning Attorneys

Artificial intelligence (AI) is in the beginning stages of a revolution.  For the better part of the last century, this technology saw little application outside of data analytics and computer algorithms. Today, AI can replicate real communication with surprising ease.  ChatGPT, for instance, is known for its ability to draft…

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Converting Excess 529 Plan Account Funds to a Roth IRA

A 529 plan account is a tax-efficient way to save for a child’s or grandchild’s education costs.  529 plans, legally known as “qualified tuition plans,” are sponsored by states, state agencies, or educational institutions and are authorized by Section 529 of the Internal Revenue Code.  529 plan accounts have multiple…