Estate Planners Look for Way Out of Connelly Chains

Published on December 31, 2024

A lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.

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Help Your Clients With This 'Embarrassing' Task Before They Get Married

December 31, 2024
Talking about money isn't romantic, but not doing so can sink a marriage, Ekaterina Klimentova of Cerity warns.      Related StoriesThe Keys to Finding Financial HarmonyAt Edelman, M&A Is a 'Cultural Alignment,' Not a 'Conveyor Belt'Will the Medicare Plan Market Please Stop Shaking?

How Women's Philanthropy Has Evolved Over 20 Years

December 31, 2024
The pandemic presented new challenges for women and the nonprofit organizations they support, the Women's Philanthropy Institute found.      Related StoriesTreasurys See Hoped-For Rally Fizzle in Another Lagging YearBank Bull Run Seen Thundering OnwardBank Workers Are Leaking Data on Client Accounts as Scams Surge