Inheritances - Inheritance Planning

The greatest transfer of wealth from one generation to another has already begun. Whether you are the one passing on assets to your named beneficiary, or the one receiving an inheritance, we can help. 

Just Financial Planning, Salem VA, services include:

  • the transferring of assets
  • preparing tax returns
  • filing life or annuity claims

Peace of mind comes with knowing that an experienced professional is helping you make the best decisions each step of the way. 

TALK TO WALT at 540-389-0300 or 800-664-1811. NO OBLIGATION PHONE CONSULTATION.