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Major Life Shocks, Like COVID-19, Signal a Review of Your Estate Plan

05.04.20 | T&E Chat

With a life shock as monumental as the COVID-19 pandemic, now is a good time to review your estate planning documents to ensure that they are up to date — especially if you have not reviewed them in a number of years.

My colleague Melissa Abbott and I examine the impact the crisis has on existing estate plans and provide you with insights on areas that may need to be revisited, among them births, illnesses, deaths, remarriages, asset values, among many others.  Read full article…

Scott T. Ditman, a Senior Advisor to the Personal Wealth Services Practice at Berdon LLP, works with high net worth individuals and family/owner-managed business clients on building, preserving, and transferring wealth, estate and income tax issues, and succession and financial planning.