Top holiday party ideas to spread cheer
Family catch-up
Although plenty of families won’t be able to gather in person this holiday season, time off work is still a great opportunity to catch up with family in a virtual setting.
In fact, this gathering could even be a chance for families to review estate planning wishes, Franco-Cicero said.
“I don't think that everyone will go as far as reviewing their entire plan with family and friends, but I do think that in light of COVID-19, it would be a great gift for clients and staff to give their family access to a HIPAA authorization and also request one from their family members,” she said. “Like I said to our kids, it would be a great holiday present if they completed estate planning documents!”