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.
New York Life has the tools you need to tackle your estate management goals.
Develop a will, living will, power of attorney* and more
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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.
Resources and insights to help you make your retirement years your best years.
Create a plan to turn today's goals into tomorrow's accomplishments.
Provide for your employees, protect your company and prepare a succession plan.
Protect your family and their future while facilitating your fnancial growth.
Add these easy-to-use planning tools to your financial tool kit.
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.