Estate Planning

Estate planning is very important to helping preserve wealth for future generations. Helping your clients to determine their potential estate tax liability is a great place to start their estate tax plan

Insurance is often an important component in the estate planning process. After analyzing a client’s needs and net worth, as well as retirement and estate distribution objectives Bartmon, Shapiro and Associates, Inc., assists in identifying the appropriate solutions to help meet current and future goals. Our professionals work closely with clients’ legal counsel and other advisors to assure the program selected consistently meets specified objectives.








*Neither New York Life Insurance Company nor its agents are is the business of providing tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation.




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    Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

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