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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.


Investments and Insurance products:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE
NOT A BANK DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY


Securities and advisory services are offered through Santander Investment Services, a division of Santander Securities LLC. Santander Securities LLC is a registered broker/dealer, Member FINRA and SIPC and a registered investment advisor. Insurance is offered through Santander Securities LLC or its affiliates.