Estate Planning During a Pandemic – Quit Stalling The COVID-19 pandemic isn’t going away anytime soon. This global health crisis has proved especially dangerous for older Americans, a stark reminder to ensure your affairs are in order. Here is an overview of what you need to cover. by: Tony Drake, CFP®, Investment Advisor Representative

The coronavirus is taking a toll on much more than our finances; our physical and mental health are also a concern. Most people likely know someone who has been affected…

Continue ReadingEstate Planning During a Pandemic – Quit Stalling The COVID-19 pandemic isn’t going away anytime soon. This global health crisis has proved especially dangerous for older Americans, a stark reminder to ensure your affairs are in order. Here is an overview of what you need to cover. by: Tony Drake, CFP®, Investment Advisor Representative