Chamber Tuesday Tips "Planning Strategies for Individuals Looking Beyond the Current Crisis"
Planning Strategies for Individuals Looking Beyond the Current Crisis
presented by representatives from Pullman & Comley, LLC
Robert L. Holzberg (ret.), Lee Hoffman, D. Robert Morris, Alan Parker and
Lauren Davies
Seemingly overnight, the COVID-19 pandemic has changed our lives, not just in the short term, with our daily routines, jobs and lifestyle, but in the longer term, as we face the fallout of a financial crisis. As we weather the current storm, however, there are planning strategies we can put into place now that will have long term benefits. Attorneys from Pullman & Comley’s Tax and Trusts & Estates practices will cover:
Beneficial Income Tax Changes for Individuals in the CARES Act
Why this is a good time to work on your estate plan
Valuable Estate Planning Opportunities in the Current Financial Downturn
There will be time for Q&A at the end of the call. Questions should be sent in advance to COVID19@pullcom.com.