Get It Done in ’21: 4th Quarter Countdown

Three months. That’s all that ‘s left in the year 2021. There’s still time for planning, but it’s running short.

When it comes to providing for your family, protecting your home and life savings and planning your retirement, what should you be getting done in ’21? Tune in to Life Happens on October 2nd, when law partners Lou Pierro and Aaron Connor will spell out your options. You can still get ahead of potential tax law changes contained in the $3.5-trillion Build Back Better Act, as well as impending cuts to New York’s Medicaid program.

Lou and Aaron will cover a checklist you can use, including:

• Updating your Will, Power of Attorney and Health Care Proxy
• Naming beneficiary designations on all your accounts
• Protecting assets and avoiding probate with Trust Planning
• Planning ahead for the cost of long-term care
• Avoiding mistakes when gifting money or transferring assets
• Maximizing opportunities to reduce income, capital gains, gift and estate tax