We’ll Help You Build a SECURE Future!

Join Bob Vandy from Advisors Insurance Brokers and Lou Pierro from Pierro, Connor & Strauss for this podcast as they build on recent Life Happens broadcasts, and add some fresh perspectives and content.

The Pierro Law team has discussed two particularly important items in recent shows – the pending budget issues in NY (driven in large measure by higher than anticipated(?) Medicaid expenditures) and the recent passage of the SECURE Act in Washington, D.C..

In this week’s show, Lou and Bob took an expanded look at all those developments, to help you map out some strategies to help protect yourselves from the financial (or tax) impact of them.

Lou and Bob identified the kinds of plans you might consider putting in place to immunize yourself from the impact of a reduction in potential Medicaid benefits, and the advantages of securing your own pot of funds to draw from if you need extended, chronic or long-term care services at some point.

Additionally, they discussed some creative ideas as to how you can mitigate some of the more tax-unfriendly parts of the SECURE Act, and help ensure as much of your wealth is preserved for you and your loved ones as possible.

Also, since the holidays are just behind us, and since charitable giving is often on our minds during the Holidays, Lou and Bob talked about creative ideas to help you put some terrific benefits in place for your favorite charitable organizations – both now and in the future!