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The Covid Estate Planning Boom

With extra free time while staying at home during Covid, many folks were able to work on their future planning needs, such as creating wills or completing an estate plan. “Clients engaged in estate planning during Covid are learning that it is not enough to have wealth to get the best outcomes in the retirement years when they are less physically able,” Tom West, a senior partner at Signature Estate & Investment Advisors Tysons, Virginia office shared with Financial Advisor Magazine.

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