We have 5 areas of practice specialization: - Estate Planning: For those clients who've been fortunate enough to accumulate a significant estate, and want to help them make sure their wealth is distri...
We have 5 areas of practice specialization: - Estate Planning: For those clients who've been fortunate enough to accumulate a significant estate, and want to help them make sure their wealth is distributed equitably to their family and charities, rather than to the government. - Business Succession Planning: You've worked hard, building a thriving business, and you'd like to see you legacy live on. We can help you create the transition plan to hand your business to the children you have working in it, while making your other children whole as well. - SpecialCareSM Planning: A planning process created by Massachusetts Mutual Life Insurance Company, that creates a plan for families with special needs to help maximize financial opportunities and protection for lifetime security. - Corporate Benefit Planning: You've worked hard to build your business. Retaining and attracting top-flight talent is essential to your success, and we can help you design medical, deferred compensation and executive benefit plans that will give you the edge. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org) 6800 Jericho Turnpike Suite 202W Syosset, NY 11791 (516) 364-4203. MML Investors Services, LLC does not provide tax/legal services. For complete details discuss with a SpecialCareSM Planner or go to www.massmutual.com/specialcare. Visit us on: Facebook: https://www.facebook.com/CenterForWealthPreservation/ CRN201901-207651