Archive - December 1, 2020

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Avoid Panic with an Estate Plan

Avoid Panic with an Estate Plan

Photo by Melinda Gimpel on Unsplash
The Kiplinger.com article “Estate Planning During the Pandemic” includes a scenario many of us want to avoid: a widow approached a financial planner with screenshots of texts her husband had sent from the hospital with information about investments and instructions. The husband passed away from COVID-related complications but one spouse not knowing enough to manage financial accounts is a common occurrence whether there is a pandemic or not. The financial planner says she worked with this client and later helped the woman create her own estate plan. According to Kiplinger.com, these… Read More

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