Estate Planning


Through HIPac Financial, you have access to New York Life’s Advanced Planning Group. The Advanced Planning Group is a team of more than 30 nationally known professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. They have advanced degrees, designations, and specialized training in law, estate 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.