Personal Information
Organization / Workplace
Greater New York City Area United States
Occupation
Corporate Vice President, Estate Business and Tax Advisor
Industry
Finance / Banking / Insurance
About
Lillie currently serves as a Corporate Vice President at New York Life Insurance Company. She has a national position where she focuses on providing estate, tax and business planning consultation for New York Life’s agents and their affluent/high-net-worth executives and business owners. Her major responsibilities include conducting client-facing meetings to discuss estate and business-tax reduction techniques, tax planning, general family planning, retirement planning for small business owners, and hosting educational seminars.
She advises her clients on the most tax-efficient methods of passing an estate or business to heirs and/or other persons. She is also able to provide retirement...
Personal Information
Organization / Workplace
Greater New York City Area United States
Occupation
Corporate Vice President, Estate Business and Tax Advisor
Industry
Finance / Banking / Insurance
About
Lillie currently serves as a Corporate Vice President at New York Life Insurance Company. She has a national position where she focuses on providing estate, tax and business planning consultation for New York Life’s agents and their affluent/high-net-worth executives and business owners. Her major responsibilities include conducting client-facing meetings to discuss estate and business-tax reduction techniques, tax planning, general family planning, retirement planning for small business owners, and hosting educational seminars.
She advises her clients on the most tax-efficient methods of passing an estate or business to heirs and/or other persons. She is also able to provide retirement...