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If you have been thinking it is time to get back to your estate planning, you are not alone. This panel has a recipe for getting started with a checklist of things to think about and follow at home, and ideas to video-chat about with your estate planning attorney.
- Basic Recipe: If you have not done any planning, or have not conducted an update in a while, a checklist of items to consider
- Salting the Rim: Details you might have missed that you can work on from home
- Upgrades: Top-shelf tax planning in 2020
Sarah Kahl, Partner, Tax and Wealth Planning Group, Venable LLP
Jeanne Newlon, Partner, Tax and Wealth Planning Group, Venable LLP
Anna Katherine Moody, Associate, Tax and Wealth Planning, Venable LLP