Neela R. Soman, Ph.D, M.B.A. LUTCF
New York Life
Contact Us
- 631.880.0059
- 516.354.5991
- AR Insurance Lic. #: 11091378
- CA Insurance Lic. #: 4130491
- E-mail address: nsoman@ft.newyorklife.com
Calculators
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Savings Goals
How much should I save to reach my goal?
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Burial and Final Expenses
What are my needs for burial and final expenses?
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Life Insurance
How much Life Insurance do I need?
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Spending Habits
How much am I spending?
Newsletters
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Trusts — Not Just for Estate Taxes
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.