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Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

ESTATE PLANNING 101 SEMINAR
DATE: January 2024
HOST: Chin Po of Avantax Wealth Management
PRESENTER: Todd McGee, Advanced Markets, MassMutual (Massachusetts Mutual Life Insurance Company, Springfield, MA 01111-0001.
ESTATE PLANNING 101 PRESENTATION: https://www.youtube.com/watch?v=9pVG0YGMGC4
RECORDING OF VIDEO PRESENTATION: https://www.youtube.com/watch?v=9pVG0YGMGC4
Used with permission.
The information provided is not written or intended as specific tax or legal advice. MassMutual, its subsidiaries, employees and representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.
Chin Po, of Avantax Wealth Management and Paxel Financial Consulting LLC are not affiliated with, nor subsidiaries of, Massachusetts Mutual Life Insurance Company or its affiliated companies. CRN202604-6448590

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