Estate Planning Help

Learn how to protect your estate (regardless of size) from probate and over taxation. American Investment Training of New York is a free training and expert referral provider of estate planning experts who can answer any question and provide estate planner protection and questions.

Our main goal is to show you how to avoid probate and show you ways to reduce your taxes so your heirs will receive the most value possible. Proper estate planning can save your estate up to 40% in many cases in taxes.

Avoiding Probate

One of the best things you can for yourself and your family is to set up a proper trust and have your estate plan in place to avoid the probate process (court decides in an open form) that can cause you to incur much higher taxes and have your "will" be an open book for all to see. We can show you how to avoid probate and provide the experts and education you need for proper estate planning protection and avoiding probate, courts and higher estate taxes.

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Estate Planning Help

403b planning

We are the premier training company for the financial industry. Contact us with any 403b administrator question.

Plan Owners and administrators - Ask Us With Your Questions

We are experts in the new 403 b rules and changes. You can contact us with any question or service related to any insurance or investment using our Company Retirement Plan Question Form.

Individuals (not companies) looking for 403 plan help or any other insurance and investment question can use our Investment or Insurance Help form

Or Contact Us Direct with any Question: 403b Plan Help - Free help from American Investment Training