Baird Digest: Planning in the Age of COVID-19

Overview

The coronavirus pandemic turned the markets—and our daily routines—upside-down, with much of the world struggling to adjust to a COVID-19 environment. Here are some ways, including tax and estate planning strategies, that can help you regain some financial control in these unprecedented times, today, and over the long term. Plus, look at how to take advantage of the CARES Act.

Advisor Thinking