Estate Planning
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Welcome to NYIT's Estate Planning Guide

Our Development staff stands ready to help you create a giving plan—tailored to meet your unique financial needs—that can:
• Provide a lifetime of income for yourself or ensure the financial well-being of your beneficiaries
• Provide immediate or deferred tax advantages to both you and your heirs
• Ensure the successful future of NYIT and its dedicated students

This site will guide you through the many benefits of making a planned gift while leaving an enduring legacy of compassion.

Whether you're looking for information about wills, charitable gift annuities or charitable remainder trusts, we'll have the information to guide you.

You can even calculate some of your own benefits by using our gift calculator. And be sure to request some of our free eBrochures, which will provide you with an additional wealth of guidance.

For more information, contact Linda Marshall at lmarsh01@nyit.edu, or call our office at 516-686-7605.

Check Out Our Monthly Feature Articles:


Savvy Estate Planning: Where to Leave Your Retirement Plan
Like many people, you have probably worked a lifetime to accumulate significant 401(k), 403(b) or IRA assets. Did you realize that, if left to friends or family at your death, these accounts will retain only a fraction of their total value? Realistically, more than 65 percent could be lost to income and estate taxes. More

Q & A: Creating a Better Will Quiz
Do you already have a will, or are you thinking about making one? Quiz yourself to see how you can create a will that works best for you and your family. More

Will New Tax Laws Affect My Estate Plan?
It's an extraordinarily uncertain time—tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply). More

Your Estate Plan Check-In
Do you have an estate plan? Does it reflect your current situation and wishes? Our checklist will help you make sure your plans are on track. More

5 Moves to Make After Age 50
If you are 50 or older, there are key steps you should take to prepare for your future. More

What You Need to Know to Protect Your Children's Inheritance
One of the most important steps you can take toward providing security for your children and peace of mind for yourself is to update your will. More

Savings Bond Magic: How to Make the Taxes Disappear
Your savings bonds, when left to heirs at your death, are subject to income tax on the accumulated interest. When left to us, however, we will receive the full value of the bonds. More

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