Paula Gonzalez
An Agent at
New York Life
Contact Us
Paula Gonzalez
An Agent at
New York Life
Contact Us
Calculators
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Burial and Final Expenses
What are my needs for burial and final expenses?
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Savings Goals
How much should I save to reach my goal?
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Long-Term Care
How much do long-term care services cost?
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Annuity Tax Advantages
What are the tax advantages of an annuity?
Newsletters
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.