Our Estate Planning Department continues to present a series of free virtual seminars to assist families and professionals in coping with issues related to the current health crisis, while planning for next steps in the weeks and months to follow.
This third presentation entitled “Collaboration Between Financial Professionals and Estate Planning Attorneys During COVID–19” is provided by Caitlin McAndrews, Esq. and Jennifer Simons, Esq. Collaboration between financial planners and estate planning attorneys is especially important in times of significant economic and life change like that which we are facing right now. This webinar discusses the intersection between these two fields and how they can work more effectively together.