For Professional Advisors

New York Life is dedicated to providing educational opportunities to professional advisors, like attorneys, accountants and trust officers, so that we may work together to better serve our clients.

I'd like to invite you to learn about the services and programs we offer by visiting us at www.nyladvisors.com.

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Newsletters

  • Trusts — Not Just for Estate Taxes

    In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.

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