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Is your Estate Plan up to the COVID Challenge?

Today's pandemic environment has revealed some challenges in providing the safest and most relevant planning for our families.  I wanted to review with you:

  1. What documents are needed to navigate the storm. 

  2. How to implement if you are starting from scratch.

  3. How and where to store these documents.

Bonus:  What adult dependents need that is most overlooked.




 
 
 

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Office Hours:  By Appointment Only

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Cambridge's Form CRS (Customer Relationship Summary)

 

 

 

© 2023 by D'Andrea Financial

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and D’Andrea Financial, Inc. are not affiliated.

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This communication is strictly intended for individuals residing in the states of PA, MD, VA WV, OR, OH, TN, NC, CT and FL. No offers may be made or accepted from any resident outside the specific states referenced.

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