Pandemic Shines Spotlight on Importance of Estate Planning


As with many crises, the ongoing coronavirus pandemic has put many issues into the spotlight that otherwise may not be top of mind for clients—like the importance of estate planning. In fact, I wouldn’t be surprised to hear that you’ve had an uptick in the number of estate planning questions your clients are asking. They might wonder if their plan is up to date. Or maybe their lack of adequate planning has become a source of worry. In each case, you can help by covering some estate planning basics, including must-haves and how to review an existing plan.