The ability to meet with clients over the phone and via electronic technology (for example, Zoom, GoToMeeting, Microsoft Teams) has permitted planners and others in advisory and financial services to continue to practice during the COVID-19 pandemic. For high-net-worth clients, the ever-increasing potential (following the Jan. 5 Georgia run-off election that resulted in Democratic control of both the House and Senate) that clients may seek assistance in transferring significant wealth over a
All access premium subscription
Please Log in if you are currently a Trusts & Estates subscriber.
If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.
Questions about your account or how to access content?
Contact: [email protected]
