Estate and legacy planning

It takes a lifetime to build a legacy to be proud of. With proper estate planning, you can leave a lasting gift for the people and causes that are close to your heart.

Dad helping his young daughter brush her teeth.

It takes a lifetime to build a legacy to be proud of. With proper estate planning, you can leave a lasting gift for the people and causes that are close to your heart.

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Elderly couple in their kitchen hugging each-other.

CD vs. fixed deferred annuity - which suits your needs.

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Business owner looking at tablet

Every business needs a plan

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Women working at her desk.

You can plan for state estate taxes—even in uncertain times

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family

Estate planning during the building years

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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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Women at desk with computers

Legacy gifting—Consider charities as beneficiaries.

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Co-workers brain storming with post-its.

Everyone should have a will, trust, or estate.

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Woman sitting at table with laptop, calculator and cup of coffee.

Five essential planning tips for chronic illnesses.

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Home health aide helping patient walk.

Taking care of business.

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.