- 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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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.
