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Planning Protecting

Estate planning is to help you plan for – and realize – your lifetime goals. It addresses your legal and financial concerns, taking into account your goals and tax considerations. It also takes advantage of existing laws and funding vehicles to save you on taxes and help manage your property in an efficient and profitable way during your lifetime.

Design & Benefits

  • Estate planning is to help you plan for – and realize – your lifetime goals. It addresses your legal and financial concerns, taking into account your goals and tax considerations. It also takes advantage of existing laws and funding vehicles to save you on taxes and help manage your property in an efficient and profitable way during your lifetime.

MassMutual Trust Company

The MassMutual Trust Company's professional team can assist affluent clients with providing financial security for their families by helping to grow, preserve, and transfer wealth to the people and causes they care about.

Our Process

By working in conjunction with your other professional advisors, such as estate planning attorneys, we work with you to ensure that your wealth is being maximized over the course of multiple generations. Whether it's helping your kids or grandkids with their financial needs as they progress through life, or exploring opportunities within your estate as it relates to optimal wealth transfer, our team is here to guide you along the way. We'll help you carry out a plan that gives you peace of mind, knowing that your money is going to the right places in the most tax-efficient manner possible.

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