Estate planning is often more than just tax planning. It is about understanding the family’s relationship with both wealth and one another.
Our estate planning process is first and foremost about education. The first step is helping a family understand their current estate plan, or the ramifications of having no estate plan. If the current plan matches the family’s needs then it is simply a review that can occur during the course of the relationship.
Next, there is active involvement with the client, his or her immediate family, and in some cases multiple generations, to understand their testamentary intent. Once a client’s intent is fully understood we work with Counsel to implement the plan.
1393 Veterans Memorial Highway
Suite 307 S
Hauppauge, NY 11788
6800 Jericho Turnpike
Syosset, NY 11791
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Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) AND are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services ARE offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. SIPC.org 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, 516.364-4203. CRN202604-4189495
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