Questions to Ask Yourself

I can help you explore:           

Wealth strategies:

Can I have tax-free income flow at retirement?

Will we outlive our income at retirement?

What do I want to leave for my family?

How can I minimize taxes?


What if I, or my family, need(s) help?

Can this endanger our retirement plans?

Have we set up durable powers of attorney?

Wills or trusts:                           

What’s the difference?

What happens without one?

Existing insurance plans:  

Do I understand how they work?

Will they work well for the long-term?

Are beneficiaries and custodians current?

Business ownership:        

How can I benefit staff selectively?

How can I build and protect this business?

What is a buy-sell agreement? Should I have one?

What happens to business if I’m suddenly gone?


Neither New York Life Insurance Company nor its agents provide tax, legal or accounting advice.  Please consult with you own tax, legal or accounting professional regarding your particular situation. 



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