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

February 20, 2021 by jceditor

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.

https://media.blubrry.com/lifes_third_act/media.blubrry.com/eldertalk/content.blubrry.com/eldertalk/ElderTalk_20210118_Air_Date_2-20-21_Louie_Ray_Pt_2.mp3

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Filed Under: ElderTalk, Podcasts Tagged With: Biden tax plan, capital gains tax, Corporate taxes, financially planning for tax law changes, individual tax rates, Trump tax plan, TuckerAllen

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