New York Life Insurance Agent Maryam Ghafouri
Category
General Information
Locality: San Mateo, California
Phone: +1 650-274-7069
Address: 2121 El Camino Real #12 94403 San Mateo, CA, US
Website: www.newyorklife.com
Likes: 124
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I’m telling all my clients that there’s never been a better time to review their estate plans. With tax exemptions under current law set to expire, we don’t know what the future will hold. However, with the right strategy, you can work to reduce your estate taxes so you can leave a lasting legacy.
Leaving a legacy for your heirs requires careful preparation. You’ll want your estate to be passed on according to your wishes, and in the most tax efficient way possible.
I help many of my clients with tax diversifying their assets with life insurance to help reduce their overall tax liabilities in the future. With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire soon, maybe it’s time to review your financial strategies for the future. Let’s work together to make your money work harder for you.
This is the time of year we start to think about taxes. While the top income tax rate is set at 37%, we never know where it’ll go in the future. I can help you reposition your assets to help reduce the overall impact of taxes while meeting your life insurance needs. Reach out today, and we’ll start the conversation!
An expanding family brings new financial responsibilities. Start protecting your loved ones today with a solution that grows as your needs change.
A new job can mean lots of new changes, both for you and your family. How has your new job affected your family? Let me know in the comments below.
Your home provides your family with comfort and security. But who will pay the mortgage if something should happen to you? With flexible solutions that fit your needs, I can help your family remain comfortable and financially secure.
Have you switched jobs recently? It is a great time to review your retirement planning strategy and know your options. Together, we can come up with a solution that works for you.
A new home often means a new mortgage and more bills, but did you know life insurance can help safeguard your home? Like this post if you've taken steps or would like to take steps to protect your home.
Whether it's your first job or your twelfth, a new job brings new financial opportunities. How have your financial goals changed with your new job? Let me know below.
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