In times of crisis and uncertainty, the natural instinct is to protect your assets. But how has the current environment—a depressed market intersecting with coronavirus and current tax laws—made transferring assets something to consider at this time? On Wednesday, Worth kicked off a new online roundtable series—Financial Front Lines: Your up-to-the Moment Update on Finances in a COVID-19 World, featuring UBS financial advisors and special guests—to take the complexity out of future proofing your investment portfolio and to discuss emerging best practices and strategies to manage your wealth during this time. This week, we discussed ‘Reviewing Your Trust and Estates Plan – Spotting Problems and Opportunities Created By the Crisis’ with UBS senior wealth strategist Emily Brunner and UBS private wealth advisor Sharon Sager.
Below, UBS has provided some resources on estate planning, strategies and financial opportunities during uncertain times.