Business Success Knowledge Circle: Five Estate Planning Documents You Should Know About

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Estate planning is different for everyone. Helping your clients figure out how to transfer their estate to the people they would like it to go to can be complicated. This session will discuss what estate planning is and the typical documents necessary to achieve your clients estate planning goals. We will focus on the health care proxy, financial power of attorney, will, revocable trust and irrevocable trust.

Michele B. Collins, JD

Director - Advanced Sales

Mass Mutual Financial Network

Michele Collins is a Director with MassMutual’s Advanced Sales organization. Michele joined MassMutual in 2016, having spent the last 10 years in the Advanced Markets Department at MetLife.

As a member of the Advanced Sales team, Michele provides estate, business, charitable, retirement, special needs and financial planning case assistance to MassMutual agents and financial planners. In addition, Michele provides product and sales tools support on advanced markets case work.

Michele is a graduate of the State University of New York, College at Geneseo, and the Syracuse University School of Continuing Education (Certificate in Human Resource Management). She received her JD from Suffolk University Law School in Boston. Michele has also been admitted to the Massachusetts State Bar.

Michele is a former member of the Board of Directors and the Past-President of the Boston Chapter of the Society of Financial Service Professionals (FSP). Michele is a volunteer with the Boston Bar Association’s M. Ellen Carpenter Financial Literacy Program. She is also an active volunteer with New England Donor Services (NEDS).