For Professional AdvisorsNew 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. |
How long will my current life insurance proceeds last?
How much should I save to reach my goal?
What are my needs for burial and final expenses?
How much am I spending?
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
