The novel coronavirus (COVID-19) pandemic presents an unprecedented health challenge for everyone. In a time of crisis, it is natural for families to take a step back and think about their legacy and their loved ones’ security. According to CNBC and the Wall Street Journal, this concern has spiked interest in information about insurance, wills and estate planning. However, Google is not a place to establish a will.
With an overload of information, JRMC Foundation is offering a free Zoom Q & A with Doug Olson, CFRE, FCEP | Senior Vice President & Regional Manager of Thompson & Associates on Thursday, Aug. 27 at 11:30 a.m.
The webinar will share details about special relief offered to taxpayers provided by the CARES Act, and ways to maximize these opportunities before they lapse and learn how the SECURE Act may impact your heirs’ inheritance.
The estate-planning webinar, limited to 100 attendees, will cover the following:
- changes in planning due to COVID-19
- special tax relief from the CARES Act
- basic planning for each stage of life
- advanced directives
- medical power of attorney v. living will
To register or learn more about the event, visit www.jrmcnd.com/ask-doug or call JRMC Foundation at (701) 952-4880.