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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.

LATEST INSIGHTS

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Estate planning during the building years

Learn 4 key steps young families should take to protect your family and your wealth. Begin the process of estate planning today to stay on the planning path through life.

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Non-profit as beneficiary

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Woman sitting at a counter working on her laptop

Planning for state-level estate taxes in uncertain times

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Mother and Daughter on the porch

Health Care Power of Attorney: A valuable legal instrument to have during the pandemic

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Co-workers brain storming with post-its.

Everyone should have a will, trust, or estate.

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Five easy steps to get you started with planning your estate

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Five essential planning tips for chronic illnesses

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

Additional insights.

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

When the unimaginable happened, life insurance gave stability.

The Tang family

Give the child you love a gift to last a lifetime.

Life Insurance 101—Everything you need to know

Family standing outside their house together

Protecting your mortgage and your family home with life insurance

Family eats and laughs around kitchen table

What you need to know about insurers' credit ratings

Discussing finances with your family: Ideas and inspiration

Family sitting on a couch together.

See more estate planning articles

Find the resources you need.

Looking for information on a specific topic? Explore below.

Resources & Solutions

New York Life’s financial experts can help you successfully navigate life’s biggest choices.

Learn how to provide for your loved ones’ financial future.

Retirement Planning

Resources and insights to help you make your retirement years your best years.

Wealth Accumulation

Create a plan to turn today's goals into tomorrow's accomplishments.

Small Business Guidance

Provide for your employees, protect your company and prepare a succession plan.

Life Insurance

Protect your family and their future while facilitating your fnancial growth.

Financial Calculators

Add these easy-to-use planning tools to your financial tool kit.

Client Forms and Resources

Browse through our various client forms and resources to find the tools you need.

* 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.