How COVID-19 Affects Estate Planning

in Tips

We are living in the midst of a pandemic on a scale not experienced since the Spanish flu pandemic in 1918, and it is impacting every aspect of our lives including estate planning. There are some core estate planning tasks that you should address now, and additional opportunities created by the current volatility of the financial markets that could create transfer tax free asset distributions. Core Estate Planning Tasks With isolation rules being encouraged or required across the country, many people are at home and living without the stressors and distractions of just a few months ago. This makes it the perfect...