at 205 E River Park Cir Suite 250, Fresno, 93720 United States
I am an Agent licensed to sell insurance through New York Life Insurance Company.
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"Live as if you were to die tomorrow. Learn as if you were to live forever." ~Mahatma Gandhi
Have you put off planning your estate because of the unsettled future of estate tax exemption amounts and rates? Don’t let estate tax volatility keep you from planning. There are things you can do right now to minimize the uncertainty and get your estate plan more in accord with your goals. Contact me for details. New York Life Insurance Company and its agents do not provide tax or legal advice.
Are you interested in making large gifts to your grandchildren? With careful planning, you may be able to make generous gifts and minimize the generation-skipping tax. Contact me for details. New York Life Insurance Company and its agents do not provide tax or legal advice.