Critical Decisions
- Introduction
- Name a Guardian
- Name an Executor
- Who Gets What?
- Hold On or Give it Away?
- Write It Down
- Property Title Issues
Write It Down
To help you organize your thoughts and decisions, see the Estate Wishes and the What's Your Estate Worth? worksheets. With these, you'll have the building blocks for an effective estate plan. When completing the worksheets, consider the effect of you dying first, and then if your spouse predeceases you. This may seem tedious, but it's the only way to capture your real wishes. When you write down a person to receive a portion of your estate other than your spouse, consider who should get the asset if he or she dies before you (example: My brother should get my speed boat, then his son if my brother is not alive).
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Important information about procedures for opening a new account
To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Investment products are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Insurance products offered through Osaic Institutions, Inc.