Estate Planning Considerations

In our recent Estate Planning Considerations panel, estate planning professionals Terri Jeter-McAvoy of HHM CPAs, and Lee Ann Adams of Gearhiser, Peters, Elliott & Cannon, PLLC answered some of the most common questions and misconceptions about estate planning including:

  • Is estate planning only for the wealthy?
  • What are some common misconceptions about wills?
  • Do you think we’ll have legislation in 2021 that includes changes to estate tax laws?
  • What do you think is a mistake people make with their planning?
  • What are the most important estate planning instruments an individual should have especially in this COVID-19 pandemic?