Bruce Tannahill, JD, CPA/PFS, CLU, ChFC, AEP | S... | Qwoted

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Bruce Tannahill, JD, CPA/PFS, CLU, ChFC, AEP

Director of Estate and Business Planning at MassMutual

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MassMutual (https://www.massmutual.com)
Director of Estate and Business Planning

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Mastering Estate Planning: Insights from Buffett's Approach

MassMutual experts Bruce Tannahill and Al Kingan share estate planning tips: clarify goals, balance tax strategy with objectives, and secure plans with precise legal documents. Life insurance in trusts can magnify estate value for heirs.