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gift and estate tax

Gift and Estate Taxes

November 4, 2024

If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax.

Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

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Shelton, CT 06484

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About Us

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† PlanSmart is a product of MetLife Consumer Services, Inc. (MCS). MCS administers the PlanSmart program and has arranged to have specially trained third-party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.

Any content information provided as part of the PlanSmart program is for educational purposes only. It is not intended to provide legal, tax, investment, or financial advice or make any recommendation as to whether any investment or savings option is appropriate for you. Each individual’s legal, tax, and financial situation is unique; therefore, you should consult with your own attorney, accountant, financial professional or investment advisor regarding your specific circumstances. MetLife does not provide legal, tax, or investment recommendation or advice.

Third-party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. MMLIS is not affiliated with MCS or any of its affiliates.

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The content on this website is developed from sources believed to be providing accurate information. The information on this website is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC.

6 Corporate Drive, Shelton, CT 06484. Tel: 203-513-6000 CRN202811-9879317

Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more !!