Paul Sullivan, Wealth Matters, NY Times (July 24, 2020): Need Help With Your Estate Plan? Go With the Flow, Advisers Say

Paul Sullivan’s weekly New York Times Wealth Matters column focuses on the use of flowcharts and other visual aids in the context of estate planning. It begins as follows:

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.

To see full article, click Paul Sullivan, Wealth Matters, NY Times (July 24, 2020): Need Help With Your Estate Plan? Go With the Flow, Advisers Say

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal..

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