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Estate planning

Someday you'll have to turn over the reins to someone else. Plan for it.

Small businesses need a succession plan. Man discussing it.

Taking steps to safeguard your financial future can bring great comfort in moments of grief. 

Widows financial guide

Retirement is a journey that should start early with steady navigation. Have a road map.

Ultimate retirement guide

There are many financial opportunities – and potential pitfalls – for gay and lesbian couples.

Estate planning for LGBT couples

To retain control of your options as you get older, make plans and formalize key documents ahead of time. 

Preparing for diminished capacity

Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.

Non-citizen marriage traps

Life insurance can offer a solution to some of the challenges of transferring a farm.

Farm estate planning with insurance

It's life insurance which covers two policyowners and pays-off at the second death. 

Survivorship insurance

From helping a child to shielding assets, trusts can sometimes come in handy.

7 situations where a trust might help

An estate plan can protect your assets, provided you avoid costly mistakes in your trust, ownership and more.

Estate Planning: 6 Big Mistakes

It is the financial planning conversations that are really important in your achieving goals.

7 things financial planning does for you

Thanksgiving is an opportune time to ensure your aging parents have their estate plan in place.

MassMutual advisors offer tips on starting dialogue

In some cases renting may mean less cost, fewer chores, and more fun.

Renting for retirees

You want to be able to transfer your assets to the next generation with as little red tape as possible.

Avoiding probate

Parents plan to spend savings on themselves; long-term care and medical expenses may deplete what is left.

Inheritance: Don't count on it

Dividing an estate should be easy math, but for business owners the largest asset is often illiquid. 

Estate equalization for business owners

Families support each other emotionally, physically...and, just as important, financially.

Acts of Mutuality

With the right documents, a financial advisor can help you with short and long-term money goals.

First advisor meeting