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Estate Planning Lets You Decide What Happens

Unless you create a solid plan for how you want your assets distributed using legally binding documents, you cannot control what happens to your estate when you pass. Notably, an estate plan lets you determine how you want your end-of-life matters handled. At Ross & Mary Hunt, Inc., we help you with the financial aspects of estate planning that reflects your wishes and reduces your heirs’ burdens.

The Estate Planning Process

The Estate Planning Process

Estate Planning is complicated and constantly needs to be updated throughout your life. Here's the main pillars of estate planning that focus on simplifying the process for our clients and give you confidence in your plan.

  1. Your Estate, Your Way - We nail down your desires for your assets, including any charitable donations you want to make.
  2. Contingency Planning - If you were to become incapacitated, we develop a plan so the people you trust can take over.
  3. A Team Effort - We work with you and your legal consultant to help you determine which strategies offer the most benefits to you and your heirs while striving to reduce the potential for probate fees and tax penalties. 
A Helpful Estate Planning Blog...

A Helpful Estate Planning Blog...

Life insurance and estate planning go hand in hand, especially when it comes to transfer of assets in a tax-efficient manner. Check out one of our most popular blogs on estate planning, and let us know if we can help you get your insurance and estate plans in order.

Let's Get Your Estate In Order

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