Estate Planning & Tax Management

  • Estate Planning
    • Reviewing your current wills and trusts or referring you to a qualified tax or legal advisor to help put them in place
    • Create a plan for the use and distribution of your wealth
    • Reduce or minimize federal and state estate taxes
    • Reduce probate costs and administrative expenses
    • Provide the estate with liquidity to pay debts, taxes and other expenses 
    • Helping preserve your estate for your intended heirs
    • Establishing beneficiary designations per your wishes
    • Coordinating with your tax and legal advisors*
  • Tax Management
    • Looking for ways to help reduce your current and future tax burden
    • Understanding income tax reduction strategies and applying them where applicable*
      • Deducting personal and business expenses
      • Deferring income recognition with qualified plans, annuities, long term capital gains, and life insurance 
      • Diverting income to others 
      • Converting taxable income into non-taxable income
    • Referring you to or working with your current qualified tax specialists* to coordinate your overall financial plan

*Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.


Let's work together to analyze your needs. We can then help you decide what products and services would be right for you and your business. Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.


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