Estate Planning Mistakes, Solutions and Strategies (Virtual)

You are invited to attend Estate Planning Mistakes, Solutions, and Strategies, a complimentary informational workshop, designed specifically to discuss how you can help minimize your estate taxes while maximizing the assets you pass to your heirs. Topics covered include: – How to help uncover your wealth transfer mistakes – Ways to avoid probate – How to identify solutions to the most common mistakes in estate planning – How to lay out a “road map” or action plan for implementing these solutions

This seminar and sales presentation is for informational purposes only. This represents an understanding of generally applicable rules. New York Life Insurance Company, its agents or employees may not give legal, tax or accounting advice. Attendees should consult their own professional advisors prior to implementing any planning strategies.