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Dustin Donate,
New York Life Insurance Company
California Insurance License #OGO2937
New York Life Insurance Company Orange Coast Office
Contact Us
Dustin Donate,
New York Life Insurance Company
California Insurance License #OGO2937
New York Life Insurance Company Orange Coast Office
Contact Us
Calculators
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Annuity Tax Advantages
What are the tax advantages of an annuity?
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Savings Goals
How much should I save to reach my goal?
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Life insurance proceeds
How long will my current life insurance proceeds last?
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529 college savings plan
What are the advantages of a 529 college savings plan?
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.