Estate Planning: Financial Advisor

The concept of Estate Planning may be intimidating at first glance, but when reduced to its most basic elements, it is simply the process of making sure that at your death, your assets go to the people or institutions of your choosing in the most efficient way possible.  It is an ongoing process and should be started as soon as you have accumulated a meaningful amount of assets.  As your life changes and your goals change, you should make sure your estate plan is in line with your objectives.  The lack of proper estate planning can cause undue financial burdens and administrative messes for your beneficiaries.

Let Hunt Country Wealth Management assist you with understanding the basics of Estate Planning and how they apply to your unique situation.  We can help you with naming or updating beneficiaries on your accounts and can provide education on the basics of wills and trusts. When needed, we can also facilitate the referral of a trusted attorney for assistance in creating estate planning documents. Call us today to get started.

Some Basic Estate Planning Tasks Include:

  • Confirming you have named beneficiaries on your accounts such as 401(k)s, IRAs, and Life Insurance Policies.
  • Periodically updating your beneficiaries.
  • Creating or updating your will.
  • Knowing if a Living Trust or other form of Trust is right for you.

FINRA: Check Your Broker

Women’s Choice Award® Selection criteria and disclosure may be viewed here.

Securities offered through Securities America, Inc., Member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. Hunt Country Wealth Management and Securities America are separate entities. FINRA registered branch office: 46 S. Loudoun St. Winchester VA, 22601. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.