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Wealth planning under the Biden administration

Watch a conversation on wealth planning, led by members of Bank of America Private Bank, the Chief Investment Office and Bank of America's Public Policy team.

headshots of Michael Pelzar, Jim Carlisle, Mitchell Drossman & Nancy Kistner

Experts discuss the Biden administration’s healthcare and infrastructure spending proposals and the impact on tax policies. The panel offers actionable estate planning strategies to help you prepare for potential tax changes and the anticipated economic growth.

 

 


 

Moderator:

  • Michael Pelzar headshot

    Michael Pelzar,

    Head of National Trust Services,
    Bank of America Private Bank

Panelists:

Opinions are those of the speakers, as of 6.15.21 and are subject to change.

 

Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.

 

Bank of America, Merrill, their affiliates and advisors do not provide legal, tax or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions. 

 

The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.

 

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