Estate Planning

No matter what your level of wealth, Estate Planning is an important part of your overall financial plan.

As a credentialed Accredited Estate Planner (AEP), Ed can:

  • Recommend and help prepare a plan to accumulate, preserve and pass on your wealth to your heirs.
  • Advise you on all aspects of the complex estate, tax and personal planning issues regarding your personal, retirement and business assets.
  • Provide personal, customized advice with respect to all your estate and tax planning needs.
  • Address estate preservation issues such as Tax Reduction Strategies, Charitable Giving, and Trust Funding.

The information provided is not written or intended as specific tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. MassMutual, its 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.