Current Estate Planning Opportunities: How to Have Your Cake and Eat it Too!

Great risk and greater uncertainty due to the pandemic often means lower values and greater valuation discounts. In the current economic environment, investors face unprecedented degrees of risk and uncertainty. Presented by Maurice R. Kassimir, Esq. from Maurice Kassimir & Associates, P.C. and our own Brandon Cintula, CTFA, CFIRS with Peak Trust Company