Wealth Management

Wealth in a Changing World Episode 3:
Irrevocable Life Insurance Trusts

To continue our Wealth in a Changing World series, Managing Partner, Andrea Baumann Lustig recently sat down for 4 conversations with Lydia Vercelli, Partner at BDO, on the impact of President Biden’s proposed tax law changes.

In Episode 3 of 4, they discuss irrevocable life insurance trusts and steps you can take to prepare for potential changes.

Please do not hesitate to reach out to us with any questions or concerns you may have.

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to create a cohesively integrated plan.


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