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Partner Maura Copsey joined Mike Switzer on the South Carolina Business Review to discuss year-end estate planning considerations.

In a year full of the unexpected, Copsey suggests year-end estate planning strategies as a necessary precaution. In the interview she touches on strategies such as transfer on death designations (TOD), donor-advised funds, Roth IRA conversions and more.

As the interview concludes, Switzer inquires about market volatility to which Copsey leaves this piece of advice: “don’t let today’s news derail you from your long-term plan.”

Learn more about year-end estate planning from Copsey on South Carolina Business Review here.

News From NNP - Winter 2020

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