Coping With COVID: Topics To Help You, Your Family and Your Business Navigate Through Uncertainty

April 7, 2020 at 9:00am
Delaware Valley Family Business Center

We are in unprecedented times. The COVID-19 pandemic is causing a global economic slowdown and the stock and bond markets are discounting as a result:

  • What is happening?
  • Why is it happening?
  • What can you do about it?

Whether you are accumulating toward retirement or distributing from your accounts to live in retirement, there are moves that you can make to better your position. 

Although estate planning may not be a top priority in our new stay at home world, you should be aware of the opportunities presented by our current economic uncertainty – and the potential cost of missing this opportunity. Low-interest rates, depressed asset values and the almost certainty of rising tax rates in the future to pay for our government’s relief efforts create optimal conditions for transferring wealth.  

Ian Meierdiercks of IM Wealth Partners and Mike Maransky of Fox Rothschild LLP provide a big picture understanding where we are with the market but also tips for how to start planning now for the future of your estate.