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ESTATE PLANNING You earned it. We can help you preserve it.

New York Life knows there is nothing more important than providing for your family. Our financial professionals have the insight you need to pass down your hard-earned assets with a tax-advantaged strategy.

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Agent meeting with an older couple.

Everyone should have a will, trust, or estate.

Estate planning isn’t just for the wealthy. Avoid complications by planning for the future today. Learn more about the importance of planning ahead with a will, trust, or estate plan.

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Preserving your assets with purpose.

New York Life has the tools you need to tackle your estate management goals.

Estate Planning

Develop a will, living will, power of attorney* and more

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Additional insights.

The experts at New York Life can help you make sound financial decisions.

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