Business Planning

Key Areas of Support:

- Business protection and succession
- Nonqualified executive benefit strategies
- Tax diversification and reduction strategies
- Wealth transfer and distribution strategies
- Key Man Insurance
- Estate tax mitigation
- Charitable planning

Working with Don in your planning process can help you preserve and protect what you’ve spent a lifetime creating.

Don works in collaboration with New York Life’s Advanced Planning Group. The Advanced Planning Group is a team of over 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. They support a variety of wealth strategies and business planning objectives with one common goal: to ensure your agent provides you with the best solutions for your unique situations. Combined, the Advanced Planning Group has more than 300 years of experience assisting with wealth strategies and business planning objectives in numerous concentrations.