COVID-19 & Election Year Wealth Transfer Strategies

On May 8, Amy Lonergan was a panelist on a webinar, "COVID-19 and Election Year Wealth Transfer Strategies," hosted by the Family Wealth Alliance. She discussed the economic shake-ups that we have been hit with since the COVID-19 pandemic. The panel covered adaptive solutions on depressed prices, lower interest rates and an election year for private clients. The webinar also offered strategies for estate and wealth transfer planning, depressed valuations, low interest rates, scenario planning depending upon election results and what should be done now vs. post-election