Common Concerns

Asset Distribution    Effective and efficient distribution of assets to heirs. Consider family dynamics when designing  solutions.

Asset Protection    Protect existing assets from excessive tax burdens and potential undesirable future creditors. **

Asset Shifting    Reposition hard-earned assets (including their businesses) to their desired heirs in a manner that enables them to leave the legacy they intended.

Business Succession    Allow owners to maximize the value of the sale of their businesses to heirs, key person insiders or third party buyers.

Charitable Opportunities    Ensure that the client’s desires for charitable giving are crystallized and enabled to be continued for future generations.

Estate Equalization    Proper ownership arrangements of estate assets in order to ensure maximum estate tax benefits. **

Family Income and Security    Ensure that the maximum human life value is protected.

Building for Retirement Income     Coordinate investment objectives and income desires with risk tolerance and time horizon.

 

**Neither New York Life, 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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