A Five-Point Covid Diagnostic For Family Wealth Management

Published Tuesday, August 25, 2020; 10:00 PM EST

(Tuesday, August 25, 2020; 10:00 PM EST) A terrible truth of the Covid pandemic is that families are at greater risk of losing a matriarch or patriarch. Whether you're a beneficiary or grantor, here's a five-point diagnostic for managing family wealth; issues to consider that might require urgent action due to the unusual times we are living through:

When did you last update your will? Wills should be reviewed annually.

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This article was written by a professional financial journalist for Meg Green & Associates. and is not intended as legal or investment advice.

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