Estate planning in the COVID-era

Estate planning in the COVID-era

2022-07-11T05:28:23-04:00September 22nd, 2021|Accounting, Invest:Insights, Invest:Insights Palm Beach, Palm Beach, Video|

The pandemic allowed people to revisit and restructure estate planning strategies. With time on their hands, people reconsidered where they want to live, retirement goals, business plans, among many other factors all in the midst of a changing tax landscape, Day Pitney Partner Tasha Dickinson told Invest:Insights. The only constant in tax and estate planning is change, she said. As such, people should make decisions based on their own circumstances rather than following trends and news.