COVID-19 Estate Planning
Published: July 21, 2021
Tracking Code: 70071
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer

For many, COVID-19 served as a wake-up call to get their estate plans in order. This article contains a summary of what a foundational estate plan includes. It's a structured decision-making roadmap for clients to reduce uncertainty in the event of incapacity or death.

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