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 trust. 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.