Make 2021 the Year You Get It Done. Here’s How.

What are the key components you need to move forward with a Plan, so if Life Happens, you’ll be prepared?

In this podcast, Pierro, Connor & Strauss attorneys Lou Pierro and Stefan Dunkelgrun lay the foundation to “get it done in ’21!”

• Plan for future illness or incapacity – Advance Directives

• Make sure your estate is in order with a will

• Avoid probate and manage assets with a revocable trust

• Protect assets and plan for long term care with an Asset Protection trust

• Coordinate your IRA, home, bank accounts and other assets with beneficiary designations

• Make your plan tax-smart by reducing income, capital gains and estate taxes.