Estate and Business Planning
Estate and Business Planning Lunch and Learn
Let’s talk about estate and business planning
Thank you for spending your lunch hour with us! Our guest speakers are Jeff Crum, PhD, a Financial Services Professional from MassMutual Carolinas, and Frank Miller, Jr., ChFC®, CASL®, RICP®, a partner at Creative Wealth Management Group.
Modern estate planning is more than just preparing a will or a trust. Complexity in the tax code, and the family business have been increasing as have the traps and pitfalls in the estate and business planning process. We will cover effective and creative ways to help ensure the well-being of your family and transfer of your personal assets, including any business interests.
- Avoid common estate and tax mistakes,
- Identify necessary estate and business planning documents,
- Address family concerns that arise after a parent remarries,
- Develop an equalization strategy between heirs in and out of the family business, and
- Provide a bequest to a charity while still addressing your family’s needs.
Seminar details are below – we hope you can join us!
The information provided is not written or attended as specific tax or legal advice. MassMutual, it’s 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.
References to products or services unavailable in your jurisdiction do not imply that these products will be made available to you.
CRN202304-281558
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