Estate Planning
Estate planning is a large task involving multiple professionals. The major points of consideration are a Living Will, Trusts, Marital Deductions, Succession, Life Insurance, and Charitable Contributions. Chris asks pertinent questions to help clients reflect on the details of the planning process. He also relies on a team of experts, the Advanced Planning Group, for well rounded thoughtful recommendations. Our goal is to provide you the peace of mind that comes with knowing you've covered all your bases. Our experts specialize in taxes, law, trusts, financial planning, and other uniqiue situations relating to estate planning1. We work with each client to address individual needs. Below are some of the more popular topics related to estate planning:
Avoiding Probate with a Revocable Living Trust
Ways to Minimize Transfer Taxes
Children with Special Needs Checklist
Multi-Generational Legacy Planning
1Neither 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.