Estate Preservation


You don't have to be wealthy or elderly to create an estate plan. If you recently retired with a bigger pension than you imagined, or simply want to leave gifts to your loved ones instead of to the government, then you might want to think about estate planning.

Put simply, estate preservation is a plan to create, conserve, and transfer wealth — during your lifetime, as well as at your death. Just knowing a few basic facts about how your estate will be taxed will help you protect your family or business in the case of your disability or death.  Contact a professional today.

To get you started, here are a few answers to some basic questions:

  • Inherited IRAs
    An important part of the legacy you leave to your loved ones

+Neither New York Life Insurance Company, nor its agents, provides tax, legal or accounting advice.  Please consult your own tax, legal or accounting professional prior to making any decisions.