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 create an estate plan that reflects your wishes and reduces your heirs’ burdens.
The process begins with exploring your desires for how you want your assets distributed after you pass, including any charitable donations you want to make to non-profit organizations. You also need to decide how to handle your affairs if you become incapacitated. We work with you to help you determine which strategies offer the most benefits to you and your heirs while reducing probate fees and tax penalties. We then draw up the legal documentation required to put your wishes in place, including:
We also understand the unique circumstances and issues involved when a spouse dies or a marriage dissolves, and we help you address your concerns throughout the planning process.
At Ross & Mary Hunt, Inc., we work with our clients to ensure they have an estate plan in place that reflects their desires for what they want to occur at the end of their lives and with their assets upon their passing. Let us help you put your affairs in order. Get in touchto learn more about our estate planning services.