Financial Advisors | Estate Planning | Ross & Mary Hunt, Inc.

Estate Planning Lets You Decide What Happens With Your Assets

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 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 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.

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.

Estate With Ross & Mary Hunt, Inc.

At Ross & Mary Hunt, Inc., we work with our clients to address their estate planning needs and see that it 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.

Ross & Mary Hunt, Inc. and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!