May 5—In this time of uncertainty, many are anxious about what they need to do to ensure their affairs are in order. What do I do if I get sick or I’m quarantined? Who will handle my affairs? How do I even get these documents signed? National Director of Family Legacy Planning, Marguerite Weese, provides some valuable guidance as you consider the importance of keeping your key documents up to date, particularly during these turbulent times.

Additional Resources:

An Estate Plan Checklist >

What to Consider When Formulating Your Estate Plan >

M&T Emerald Advisory Services and Wilmington Trust Emerald Advisory Services are registered trademarks and refers to this service provided by Wilmington Trust, N.A., a member of the M&T family.
 
The information provided herein is for information purposes only and is not intended as an offer or solicitation for the sale of any tax, estate planning or financial product or service or a recommendation or determination that any tax, estate planning or investment strategy is suitable for a specific investor. Note that tax, estate planning and financial strategies require consideration for suitability of the individual, business or investor, and there is no assurance that any strategy will be successful.
 
Wilmington Trust is not authorized to and does not provide legal, accounting or tax advice. Our advice and recommendations provided to you is illustrative only and subject to the opinions and advice of your own attorney, tax advisor or other professional advisor.
 
The information in this podcast has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. The opinions, estimates and projections constitute the judgment of Wilmington Trust and are subject to change without notice.