Estate Planning

Estate Planning requires bold leadership, vigilant integrity and a culture of collaboration for constant improvement.

Life insurance is the fundamental backbone of any estate plan.

The value of our planning process is to uncover financial “uncertainties” that you may not have known existed, then working immediately to remove them by providing solutions with only your best interests in mind.

Our team will work closely with your estate planners, attorneys and accountants to help come up with the right insurance solution for your plans’ needs. We will assist in analyzing your liquidity needs for estate tax purposes, gifting and inheritance planning. Once the plan is prepared, we will assist in the underwriting and execution process of purchasing the life insurance product best suited for your estate plan. Our team is here to support you through each stage of your estate plan process.

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North Shore Life & Health Agency
333 Jericho Turnpike
Suite 324
Jericho, NY 11753