Hello,

I am a agent with New York Life specializing in wealth transfer and retirement planning. 
I have worked with clients over the past 10 years focusing on Estate Planning including: trust creating, gifting, special needs trusts, business succession planning, medicaid planning, ILIT's, estate transfers, and equalization of wealth transfer in large estates.

I am looking for an attorney to work with in giving direct referrals to. If there is one of your attorney's interested in forming a new partnership please contact me.

757-525-7226 mobile
757-333-3152 office