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Estate Planning

An estate plan protects your loved ones, minimizes taxes and distributes your property the way you would like.


No matter your net worth, it's important to have a basic estate plan in place.  Such a plan ensures that your family and financial goals are met after you die.

An estate plan has several elements, including:

For some people, a trust may also make sense. When putting together a plan, you must be mindful of both federal and state laws governing estates.

Taking inventory of your assets is a good place to start.  Your assets include your investments, retirement savings, insurance policies, and real estate or business interests.

Once you have identified your assets, ask yourself three questions:

The answers to there questions can provide the road map for developing an estate plan.

The professionals at Middleburg Investment Group can take the complexity out of estate planning.  Personal appointments may be made to discuss your individual needs by calling 540-687-4805 or 703-737-3434.

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