This year presents a number of important considerations for people making estate plans -- from COVID-19 to a national election. But these are also reasons to start planning for your future if you haven't already. Hear from tax and estate planning experts on how and why to update your documents. And, learn how you might use a charitable trust as a beneficiary of an IRA.
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD
Founder, Shenkman Law
Principal, Pioneer Wealth Partners