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Wills, Trusts & Estates Publications
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- Crisis Management: Safeguards to Protect Against Financial Elder Fraud In an era where digital transactions are becoming increasingly prevalent, the mechanisms by which financial institutions inform customers of potential…
- 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…
- 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…
