COVID-19: Implications for Personal Planning

Time to Read: 1 minutes Practices: Private Client

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The sudden and unexpected impact of the COVID-19 pandemic has changed our daily lives and has many implications for personal planning. We have been counseling clients about immediate practical concerns as well as refocusing on charitable and estate planning in this new environment.

This newsletter was updated on April 30, 2020 to reflect the passage of legislation in Massachusetts permitting remote notarization and witnessing, and the issuance of CARES Act guidance relating to charitable remainder trusts.

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