Paying for the (Grand) Child’s Education: Making Educated Choices Through COVID-19 and Beyond

Sharon L. Klein |
Wealth Planning

This article reprint was recently published in the Bloomberg BNA’s Estates, Gifts, and Trusts Journal. While daunting college tuition bills have always been a concern to many parents and grandparents, the coronavirus pandemic and the resulting economic crisis have only served to exacerbate those concerns.


Video: Elder Abuse: The Risks of Third Party Fraud

Brian Oard and Alvina H. Lo |
Wealth Planning
Elder Abuse Third Party Fraud.png

What steps have you taken to help your clients protect, monitor, and limit access to financial information from caregivers and other potential outside predators? Patrick Conley, CEO, Franklin Global Inc., met with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo at the 2019 Hawaii Tax Institute to outline important steps families should take to protect their love ones from elder abuse.

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