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Webinar RECAP: COVID-19 Estate Planning Opportunities

Webinar RECAP: COVID-19 Estate Planning Opportunities

COVID-19 Estate Planning Opportunities
Herbein Webinar featuring Barley Snyder
THURSDAY, MAY 28, 2020 I 1 p.m. – 2 p.m. ET

Materials

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Access Presenter Bios

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COVID-19 Estate Planning Opportunities
Estate planning can be complex even when there is ample time to prepare, let alone during a fast-moving pandemic that has roiled financial markets and the global economy.

As the pandemic casts a shadow of uncertainty over most aspects of daily life, there is a surge in demand for wills, life insurance policies and much more as people move to secure their futures for their loved ones.

Attendees will learn about important estate planning considerations for the weeks and months ahead. Join Herbein and Barley Snyder for a deep dive into estate planning strategies in a COVID-19 world.

COVID-19 Estate Planning Opportunities will cover:

  • Planning ideas to give peace of mind that your loved ones will be taken care of now and in the future
  • Gifting strategies / estate planning trends during COVID-19
  • Other estate planning opportunities

PRESENTERS

Stacy A. Weller, CPA – Senior Manager, Herbein + Company, Inc. 
Sarah Rubright McCahon – Of Counsel, Barley Snyder

Estate Planning 0528

 

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Coronavirus Resource Center: Have more questions about the impact of COVID-19 on your business? Visit Herbein's Resource Center for up-to-date information. 

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