What Are the Biggest Estate Planning Concerns for 2021? [Episode 188]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Teresa Yao discuss the biggest estate planning concerns that people are facing in the first few months of 2021. 

As the COVID-19 pandemic and political turmoil of 2020 heated up, many people took steps to make sure their estate was in order for the future. Now we check in to see what people are worried about and what actions they are taking as Coronavirus cases continue to decline. We also offer tips for how to best prepare regardless of what the future holds. 

How to Financially Plan for Potential Changes to Tax Law, Pt. 2 [Episode 187]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, founder and wealth manager of Vine Wealth Management, for the conclusion of their two-part conversation concerning market projections for 2021. 

With a new administration in Washington, D.C., there is much uncertainty over how potential new legislation will affect the economy and what that will mean for personal finance. Mr. Wray discusses his concerns and expectations regarding the coming year and gives tips for how you can plan to help ensure your estate is protected regardless of what comes to pass. 

If you have concerns about your estate plan or need help planning for your future, get in touch with an attorney at TuckerAllen.

How to Financially Plan for Potential Changes to Tax Law – Part 1 [Episode 186]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, founder and wealth manager of Vine Wealth Management, to discuss what impact the Biden Administration might have on taxes and how that will affect the broader economy. 

There has been speculation that the new administration will raise the corporate tax rate after it was lowered from 35% to 21% after the Tax Cuts and Jobs Act of 2017 passed. They discuss that potential change as well as the outlook for individual tax rates and what you can do to financially plan for your future regardless of political changes. 

If you are concerned about how changes to tax law could affect your financial future and want to make sure you properly plan, get in touch with an Estate Planning Attorney at TuckerAllen.

Financial Planning During Times of Uncertainty [Episode 185]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined once again by Certified Financial Planner Todd Oetken to discuss how to manage your finances and plan for the future when there is so much uncertainty and turmoil across the world. 

Over the last year, the COVID-19 pandemic and political upheaval has cast doubt over what the economy is going to look like even in the immediate future. This can make planning ahead financially seem impossible, especially for individual 60 and older. 

Mr. Oetken discusses investment and financial planning strategies that have stood the test of time and should remain sound tactics despite the chaos of the last year. 

If you need help planning for your future, please get in touch with an attorney at TuckerAllen.