Estate Planning

 

Estate planning is very important to helping preserve wealth for future generations. Helping your clients to determine their potential estate tax liability is a great place to start their estate tax plan

 

 


Insurance is often an important component in the estate planning process. After analyzing a client’s needs and net worth, as well as retirement and estate distribution objectives, FNR Financial Strategies Inc  assists in identifying the appropriate solutions to help meet current and future goals. We work closely with our clients’ legal counsel and other advisors to assure the program selected consistently meets specified objectives.

Click here to watch an interactive video seminar so you can learn more about the issues of Esate Planning. 


Please contact us to learn more about how we can help you with your Estate Planning needs. 

 

Neither New York Life Insurance Copmany nor its employees provide tax or legal advice. Please contact your tax/legal advisor regarding your particular circumstances.