During this pandemic, we realize some of our clients want to meet in our office with masks and some would prefer to meet through Zoom or merely by telephone. We can accommodate any location for interacting.
Clients continue to be able to sign documents remotely. You just need to be able to send the documents to us electronically after signing. We have some clients using scanners and emails, apps on their phones, fax machines, or a nearby office store to send us documents electronically.
Don’t hesitate to contact us during this crisis!
July 2020 #28
Joe Cipparone wrote the articles in this edition. No taxpayer can avoid tax penalties based on the advice given in this newsletter. This information is for general purposes only and does not constitute legal advice. For specific questions related to your situation, you should consult a qualified estate planning attorney.
