Estate and Tax Planning in These Unexpected Times

The serious health and economic crises families everywhere are facing right now have left them with many questions. Take a look at answers to a couple of questions that could give you ideas about your own plans.

(Image credit: DNY59)

Our law firm has received myriad questions about estate and tax planning from clients due to the current coronavirus health crisis and the resulting stock market and economic fallout. These unusual times have created equally unusual opportunities and challenges for many people.

An Estate Question about an Ailing Elderly Parent

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Jeffrey M. Verdon, Esq.
Lead Asset Protection and Integrated Estate Planning Partner, Falcon Rappaport & Berkman

Jeffrey M. Verdon, Esq. is the lead asset protection and tax partner at the national full-service law firm of Falcon Rappaport & Berkman. With more than 30 years of experience in designing and implementing integrated estate planning and asset protection structures, Mr. Verdon serves affluent families and successful business owners in solving their most complex and vexing estate tax, income tax, and asset protection goals and objectives. Over the past four years, he has contributed 25 articles to the Kiplinger Building Wealth online platform.