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.

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