Estate Planning & Transferring Wealth

Protect What You’ve Built. Pass It On Your Way.

You’ve worked hard to build something meaningful, let’s make sure it lasts beyond you, exactly the way you intend.

Whether you’re thinking about leaving an inheritance, supporting a cause, or passing on a business, estate planning is how you ensure your values live on.

With access to NYL’s Advanced Planning Group and trusted legal partners, we’ll help you craft a customized financial strategy that’s both strategic and personal.

^{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.}

What We’ll Cover:

✔️ Establishing your will, trusts, and beneficiaries

✔️ Minimizing tax burdens for your heirs

✔️ Coordinating with attorneys and tax professionals

✔️ Using insurance and investment vehicles to transfer wealth wisely

Legacy isn’t just about money—it’s about impact.

Share a few details below, and I’ll follow up to walk you through your options. No pressure, just a real conversation.

Should you combine your finances after getting married

Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.

Budgeting for a non-budgeter

Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.