Estate Planning

Financial documents

Estate planning resources include topics such as Irrevocable Life Insurance Trusts (ILITs), Intentionally Defective Insurance Trusts (IDITs), Credit Shelter (Bypass) Trusts and Grantor Retained Annuity Trusts (GRATs). Concepts include planning for those with special needs, single individuals and non-citizens.

Estate planning can be an overwhelming and cumbersome process for clients, which often leads to procrastination and delays. Sometimes, with tragic results.

Estate Planning involves setting up a plan that establishes who will eventually receive your assets. It also makes known how you want your affairs to be handled in the event you are unable to handle them on your own for any reason. It’s a complicated process, and it can definitely feel overwhelming. That’s why we will work with you and provide the guidance you need to ensure that your plan is exactly the way you wont it.

Neither Collins Financial LLC, NYLIFE Securities LLC or its affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.