We are living in difficult times: stock market declines, economic turmoil (according to many a recession), the strain of quarantine, and mostly the worries and health challenges of coronavirus.
What steps can advisers help clients take to make this difficult time easier from the financial and legal perspective?
What legal documents should your clients have? What changes generally might we advise clients to consider? How might estate
planning documents be different now? How do we navigate through social distancing requirements and shelter-in-place mandates?
While the answers will vary to address each person’s unique circumstances, and the laws vary by state, this program will provide you with ideas to guide clients
A sample client communication to adapt based circumstances that practitioners might use to communicate with clients is provided.