The Pandemic Was A Final Exam For Financial Advisors’ Emotional Intelligence. Did Yours Pass?

October 26, 2021 by Jamie Price

I recently had the opportunity to revisit our family’s estate plans to make some necessary updates. Among other considerations, my wife and I also have a special-needs child, and we wanted to make sure our plans reflected that.

I went into the process expecting to dig into the details of various state-level estate planning laws, potential upcoming tax changes and lots of paperwork.

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Originally Posted at Forbes on October 22, 2021 by Jamie Price.