- Name a Guardian
- Name an Executor
- Who Gets What?
- Hold On or Give it Away?
- Write It Down
- Property Title Issues
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.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. TMB Financial Solutions is a trade name of The Milford Bank. Infinex and The Milford Bank are not affiliated.
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