Critical Decisions

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.
Share Article:
Add to GooglePlus
Investment and insurance products and services offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Heartland Planning Associates is a trade name of Heartland Bank. Infinex is not affiliated with the bank. Products and services available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed by, any bank or bank affiliate. These products are subject to investment risk, including the loss of value.
BrokerCheck