For CPAs and Lawyers
New York Life: Helping Professional Advisors Help Clients
As a busy professional, keeping up with all the changes in estate planning, tax laws, and trusts can be challenging. A growing number of attorneys, accountants, trust officers and other financial counselors are finding the education they need at www.nyladvisors.com.
New York Life created this educational website exclusively for professionals like you. Our goal is to provide educational opportunities that help you better serve your clients. We are a Fortune 100 company. Through our agents, products and services, we want to help as many families and businesses as possible be financially “safe and secure” in even the most challenging economic environments.
So stop by www.nyladvisors.com today and see how we can help you help your clients.
Resources to get started
If you are a professional who would like to provide more information to your clients about the basics of estate planning, or an individual who is just learning about estate planning, here are some resources that might be helpful:
- The Nuts and Bolts of Trusts
Presents some basic definitions and concepts common to all types of trusts
- Introduction to Estate Planning
Outlines significant estate planning issues and explores legal concepts and procedures, tools and methods of estate planning, probate, wills, and trusts
- Overview of the Probate Process
Step-by-step overview of the probate process
- Links for Tax Professionals
IRS tax resources for professionals