Advanced Planning

We have access to the Advanced Planning Group - a premier planning team at New York Life Insurance Company with experience in law, accounting, insurance and business planning. Our access to these resources allows us to bring experience, value and insight to assist you with your business and estate planning needs.

To learn more about the services we can offer you through our access to this resource, please visit the Advanced Planning Group web site.

Neither New York Life nor we provide legal or tax advice, but we are happy to refer you to some of our trusted partners who do offer those services. 

Newsletters

  • Trusts — Not Just for Estate Taxes

    In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.

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