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Estate Planning Resource

 

Whether you want to leave money to your children or a favorite charity, we can help you with strategies to ensure your assets are transferred in a tax-efficient manner.

Make sure you get everything you want.

Everyone needs the basics of estate planning*—a will, living will, and power of attorney. If you have a special needs child, want to give a lifetime gift, or need an income tax strategy, our experts have the skills to help you create a plan.

Wills

Wills help you control how your assets are distributed. Learn how you can provide your family with a financial roadmap in this video.

 
 

Trusts

Trusts can help you create and preserve your legacy. This video shows how they may be of benefit to you and your family.

 
 

ILIT

Trusts can provide financial advantages for you and your family. This video explains how Irrevocable Life Insurance Trusts can provide financial control and tax efficiencies.

 
 

*Neither Ameriwealth Financial Group LLC, its staff nor Eagle Strategies LLC or its advisors or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

Karan Murugesu (CA Insurance Lic # 0H30687), and Bhuvana V.Iyer are Agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of NJ, NY, CA, CT, DE, FL, IL, MA, MD, NY, PA, TX, VA and WA. No insurance business may be conducted outside this/these state(s) referenced.

*Karan Murugesu is a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency & New York Life Company. In this regard, this communication is strictly intended for individuals residing in the states CA, GA, MD, MA, NJ, NY, TX and VA only. No offers may be made or accepted from any resident outside the specific states referenced.

1Karan Murugesu is a Financial Adviser for Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. In this regard, this communication is strictly intended for individuals residing in the states CA, GA, MD, NJ, NY and VA only. No offers may be made or accepted from any resident outside the specific states referenced.

Neither New York Life Insurance Company nor its agents/affiliates or Ameriwealth Financial Group, LLC or its agents or employees provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Karan Murugesu can offer AARP products.The Products offered as a part of the AARP Life Insurance and Annuity Program are issued by New York Life and its affiliate. AARP and its affiliates are not insurers does not employ or endorse agents, producers or brokers.

Ameriwealth Financial Group, LLC is not owned or operated from NYLIFE Securities LLC or its affiliates.

 


Copyright 2023. All Rights Reserved.
Privacy Policy
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Karan Murugesu (CA Insurance Lic # 0H30687), Gerard St-Cyr, and Bhuvana V. Iyer are Agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of NJ, CA, CT, DE, FL, IL, MA, MD, NY, PA, TX, VA and WA. No insurance business may be conducted outside this/these state(s) referenced.

Karan Murugesu and Gerard St-Cyr are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency & New York Life Company in the states CA, GA, MD, MA, NJ, NY, TX and VA only. No offers may be made or accepted from any resident outside the specific states referenced.

Karan Murugesu and Gerard St-Cyr are Financial Advisors for Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. In this regard, this communication is strictly intended for individuals residing in the states CA, GA, MD, MA, NJ, NY, TX and VA only. No offers may be made or accepted from any resident outside the specific states referenced.

Neither New York Life Insurance Company nor Ameriwealth Financial Group, LLC provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Ameriwealth Financial Group, LLC is not owned or operated from NYLIFE Securities LLC or its affiliates.

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Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA / SIPC.

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