Common Planning Concerns

Asset Distribution

Effective and efficient distribution of assets to heirs. Consider family dynamics when designing planning solutions.

Asset Protection

Protect existing assets from excessive tax burdens and potential undesirable future creditors.

Asset Shifting

Reposition hard-earned assets (including their businesses) to their desired heirs in a manner that enables them to leave the legacy they intended.

Business Succession

Allow owners to maximize the value of the sale of their businesses to heirs, key person insiders or third party buyers.

Charitable Opportunities

Ensure that the client’s desires for charitable giving are crystallized and enabled to be continued for future generations.

Estate Equalization

Proper ownership arrangements of estate assets in order to ensure maximum estate tax benefits.

Family Income and Security

Ensure that the maximum human life value is protected. Coordinate investment objectives with risk tolerance and time horizon.

Joseph A. Auteri, MSFS, AEP® is an Agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of PA, NJ, NY, DE, SC, FL and CA (Joseph Auteri CA Insurance License# 0B79980). No insurance business may be conducted outside these states referenced.

Joseph A. Auteri, MSFS, AEP® is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of PA, NJ, NY, DE, FL, CA. No offers may be made or accepted from any resident outside the specific states referenced.

Tradecraft Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

¹Joseph A. Auteri, , MSFS, AEP® is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering investment advisory and financial planning services in the states of PA, NJ, NY, DE, FL, CA. As such, these services are strictly intended for individuals residing in PA, NJ, NY, DE, FL, CA.

Joseph A. Auteri, MSFS, AEP® is licensed to offer mutual funds and variable products. Market watch information is provided for informational purposes and is not considered an offering of securities.

Neither New York Life Insurance Company, nor its agents or affiliates, or Tradecraft Financial Group, LLC nor any of its agents or staff provide tax, legal or accounting advice. Please consult with your own tax, legal or accounting professional before making any decisions.

Eagle Strategies LLC & NYLIFE Securities LLC are New York Life Companies.

Disclosures

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