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Planning Your Estate
The process of estate planning includes inventorying your assets; talking over important decisions with family members; and making a will and, in some cases, establishing a trust. This article provides only a general overview of estate planning. You should consult an attorney, and perhaps a CPA or tax advisor, for additional guidance tailored to your specific situation. Do I Need Estate Planning?
Who Will Manage Your Affairs If You Cannot?
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If you’d like to ensure your assets are distributed as you’d like them to be when you die, estate planning is the answer. Successful estate planning can help transfer your assets to your beneficiaries efficiently and with minimal tax consequences. Estate planning can also assure that family members know how you’d like your financial and medical affairs to be handled if you become incapable of making your own decisions.About Us
Products & Services
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10960 Wilshire Blvd, Suite 2100 Phone: (310) 689-3322 |
Metropolitan Life Insurance Company (MLIC), New York, NY 10036. Securities products offered by MetLife Securities, Inc. (MSI), Member FINRA/SIPC. Investment advisory services offered by Investment Adviser Representatives of MSI, a Registered Investment Adviser. MetLife Auto & Home is a brand of Metropolitan Property and Casualty Insurance Company and its affiliates: Economy Fire & Casualty Company, Economy Preferred Insurance Company, Metropolitan Casualty Insurance Company, Metropolitan Direct Property and Casualty Insurance Company (CA Certificate of Authority: 6730; Warwick, RI), Metropolitan General Insurance Company, Metropolitan Group Property and Casualty Insurance Company (CA COA: 6393; Warwick, RI), and Metropolitan Lloyds Insurance Company of Texas, all with administrative home offices in Warwick, RI. Coverage, rates, and discounts are available in most states to those who qualify. All companies listed above are MetLife companies.