Couple meeting with financial advisor.

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

Non-profit as beneficiary

Planned giving is the process of leaving a legacy gift to a beneficiary of your choice. Learn from New York Life how to choose a non-profit as your beneficiary.




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


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.



Protection

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.