Couple meeting with financial advisor.

ESTATE PLANNING You earned it. We can help you preserve it.

New York Life knows there is nothing more important than providing for your family. Our financial professionals have the insight you need to pass down your hard-earned assets with a tax-advantaged strategy.


Everyone should have a will, trust, or estate.

Estate planning isn’t just for the wealthy. Avoid complications by planning for the future today. Learn more about the importance of planning ahead with a will, trust, or estate plan.

Preserving your assets with purpose.

New York Life has the tools you need to tackle your estate management goals.


Estate Planning

Develop a will, living will, power of attorney* and more

Find the resources you need.

Looking for information on a specific topic? Explore below.

Resources & Solutions

New York Life’s financial experts can help you successfully navigate life’s biggest choices.


Learn how to provide for your loved ones’ financial future.

Retirement Planning

Resources and insights to help you make your retirement years your best years.

Wealth Accumulation

Create a strategy to turn today's goals into tomorrow's accomplishments.


Small Business Guidance

Provide for your employees, protect your company and find solutins to address your succession plan.


Life Insurance

Protect your family and their future while facilitating your financial growth.


Financial Calculators

Add these easy-to-use tools to your financial tool kit. 


Client Forms and Resources

Browse through our various client forms and resources to find the tools you need. 

* 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.