New York Life's Advanced Planning Group is a team of nearly 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. With more than 300 years of collective experience, the APG supports a variety of wealth strategies and business planning objectives in these key areas:
- Business protection and succession
- Nonqualified executive benefit strategies
- Wealth transfer and distribution strategies
- Transnational planning (non-U.S. citizen)
- Estate tax mitigation
- Charitable planning
Through their individualized case development process, they listen and understand what's important. With their nationwide Agency network, they've been down this path hundreds of times before, helping clients reach their retirement, estate and business planning goals and objectives. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.
