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COVID-19 & Election Year Wealth Transfer Strategies

October 21, 2020


On October 21, Amy Lonergan spoke on the Family Wealth Alliance Fall Forum panel, "COVID-19 & Election Year Wealth Transfer Strategies." The panel discussed strategies clients can consider to take advantage of the depressed prices and lower interest rates, and advised on tools to take full advantage of election year uncertainties. Panelists touched on the adaptive solutions for private clients and provided strategies on estate and wealth transfer planning, depressed valuations, what to do now vs. post-election and scenario planning depending upon election results.

Learn more here.

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