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Trusts and Estate Planning

Ensuring your wealth is safely transferred to your love ones 

Trusts and Estate Planning

Ensuring your wealth is safely transferred to your love ones

Protecting Your Wealth For Future Generations

At Capital Associates we collaborate with our network of attorneys to help organize your affairs and draft custom trust and estate planning documents.

Book Your Free Meeting

Custom Estate Planning Documents

  • Wills
  • Durable Powers of Attorney
  • Healthcare Powers of Attorney
  • Living Wills
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Charitable Trusts
  • Foundations
  • Special Needs Trusts

Custom Strategies from an In-House Advanced Planning Group

The Advanced Planning Group is a team of more than 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. Combined, they have more than 300 years of experience assisting with wealth strategies and business planning objectives in numerous concentrations.

  • Wills
  • Durable Powers of Attorney
  • Healthcare Powers of Attorney
  • Living Wills
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Charitable Trusts
  • Foundations
  • Special Needs Trusts


Preserve and protect what you’ve already spent a lifetime creating. Learn more at www.newyorklife.com/apg

Protecting Your Wealth For Future Generations​

At Capital Associates we collaborate with our network of attorneys to help organize your affairs and draft custom trust and estate planning documents.

Book Your Free Meeting

Custom Estate Planning Documents​

  • Wills
  • Durable Powers of Attorney
  • Healthcare Powers of Attorney
  • Living Wills
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Charitable Trusts
  • Foundations
  • Special Needs Trusts

Custom Strategies from an In-House Advanced Planning Group

Advanced Planning Group New York Life’s Advanced Planning Group is a team of more than 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning.​

  • Wills
  • Durable Powers of Attorney
  • Healthcare Powers of Attorney
  • Living Wills
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Charitable Trusts
  • Foundations
  • Special Needs Trusts

Optimizing, protecting, and directing assets

There are six key areas you need to address in your financial life to ensure a holistic financial strategy. Failing to adequately address just one could put your entire strategy at risk.

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Asset Protection

Take steps to shield your assets from creditors and predators. Explore asset type, ownership, and risk shifting strategies aimed at protecting your wealth.

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Capital Asset Risk

Develop a specific strategy for your assets. Monitor and review that strategy. Then use proper allocation, diversification, and measured risk to help ensure your assets reach their full potential.

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Income Taxation

Minimize current taxes and optimize your options for future tax changes. Review your current tax situation and develop a tax efficient strategy to deduct, defer, divert and convert.

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Income Protection

It’s important to have a plan in place if your income is cut off due to death or disability. Explore life and individual disability insurance options to help protect your tomorrow.

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Retirement Planning

Retire when you’ve planned to and maintain your standard of living with supplemental cash flow strategies, tax diversification, and other wealth planning options.

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Estate Planning

Leave the legacy you desire. Ensure documents are in place and your wishes are executed through legacy planning, philanthropic gifting, transnational planning, and more.

Coordinate Your Estate Planning

Get Started

Are you effectively mitigating risk and managing the unknown to ensure you never outlive your money? Contact our team today

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