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.

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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.

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Estate and legacy planning

Prepare for the unexpected with this 5-step financial strategy.

What is probate?

The Importance of Irrevocable Life Insurance Trusts

Final expense insurance

Can you get life insurance on your parents?

What is a Beneficiary?

Legacy gifting—Consider charities as beneficiaries

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

Losing a spouse - Your financial guide

Learn the differences between a will, trust, and estate

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

Every business needs a plan

Five essential planning tips for chronic illnesses.

Taking care of business.

Do I need burial insurance if I have life insurance?