Financial Advisor / United States Investor / United States Other MFS Sites
home login register proxy voting careers contact us help

ESTATE PLANNING: Action steps for your business

HERITAGE PLANNING > ESTATE PLANNING
UNDERSTAND 1
CONNECT
  • Find out if clients have estate plans in place.
  • Review estate planning fundamentals, including ways to help minimize taxes.
  • Make sure beneficiaries are listed and up to date on all accounts.
  • Revisit and review clients' estate plans annually.
2
DELIVER Provide materials and information that help clients
  • understand the important estate planning steps they should take
  • choose and implement planning strategies to help minimize taxes
  • establish estate plans that will ensure their wishes are carried out by their survivors
3
PRODUCTS & STRATEGIES
Asset Allocation Funds
Provides convenient access to a broadly diversified, professionally managed portfolio of underlying MFS funds in a single investment and is rebalanced
      Sales tools
Lifetime Funds
Provides a convenient access to a professionally allocated, broadly diversified, rebalanced portfolio of MFS funds in a single investment. The allocation strategy will become more conservative as the fund's target date approaches
      Sales tools
Family of Funds
Help clients create their own long-term portfolios of individual MFS mutual funds
      Overview
529 Savings Plan
Help clients fund a college education and at the same time potentially reduce estate taxes
  Key points Brochure Forms kit
Stretch IRA
Help clients pursue long-term, tax-deferred growth, retirement income, and legacy planning goals
  Key points Brochure Forms kit
4