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Anthony J. Bardi
Registered Representative
Enrolled Agent, LTC# 454
Tax and Financial Solutions, Inc.
151 SE 223rd Avenue
Gresham, OR 97030
Phone: 503-666-7909
May/June 2022
The Name Game
A will specifies who should receive your assets when you die. But that’s not its only purpose. A will also names someone to settle your estate, as well as someone to care for any minor children you leave behind.
Your Personal Representative
The person (family member or professional) who serves as your personal representative (formerly known as an executor) has a time-consuming job. Some tasks include:- Executing your will
- Obtaining copies and distributing the death certificate
- Identifying and paying creditors
- Collecting and distributing assets
- Keeping records of all payments, deposits, and distributions and sharing that information with heirs
- Filing final tax returns
Your Child's Guardian
The person you choose as guardian will make legal decisions on your child’s behalf. He or she will be responsible for your child’s personal care, medical and financial needs, and education. When naming a guardian, consider your child’s feelings and relationship with the person you appoint.CONTACT US
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Tax and Financial Solutions, Inc. and LTM Client Marketing are unrelated companies. This newsletter was created by LTM Client Marketing and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
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