Whether you haven’t even started creating an estate plan or you haven’t yet implemented some of the changes you’ve been contemplating, COVID’s here-today-gone-tomorrow mortality message may have you feeling a bit anxious. Not to worry. This call will walk you through an actionable plan and provide resources to get your wishes codified NOW. We promise not to make it all “Doom and Gloom,” but rather “To and Do.”
Our team for the call featured many of Brio’s finest, including Brandon, Pam, Donna and Michael; as well as Alec Harrington, Estate Planning and Tax Attorney, and Russ Stanaland, CPA, both of Stanaland & Associates; and Roger Doughty, President of the Horizons Foundation.