How Will Biden’s Plan Affect Yours?

As our nation transitioned to a new Commander in Chief this week, the team at Pierro, Connor & Strauss was hard at work analyzing the potential impact of his policies on you, our listeners.

Biden has already released policy statements for long-term care, income taxes and estate planning. How will these plans affect your financial security and retirement planning?

In this podcast, we introduce a Life Happens host to discuss these issues: Caryn B. Keppler, our new law Partner based in the NYC Office. Caryn focuses on estate and tax planning in her practice and will be joined by co-hosts Lou Pierro and Peter Strauss to discuss:

* Expected reductions in estate and gift taxes
* Potential hikes income tax and long-term capital gains
* Biden’s view on protecting access to Medicaid benefits and Social Security

Need to learn more or consider your own planning before policies change? Give our office a call at 866-951-PLAN.