Critical Decisions
- Introduction
- Name a Guardian
- Name an Executor
- Who Gets What?
- Hold On or Give it Away?
- Write It Down
- Property Title Issues
Introduction
If you're visiting this section, you've gotten over the first obstacle to estate planning: the temptation to procrastinate. You are now taking control of the future and reserving the right to make decisions to protect your family.
Some of your most important decisions should be made as soon as possible, by you:
- Name a guardian for your minor children, in the event that both of their parents die.
- Name an executor, who will supervise all the tasks of wrapping up your estate after you die.
- Decide how your assets will be divided after you die.
- Decide if you want to give away assets before you die.
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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.