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4994 Lower Roswell Road NE, Suite 4, Marietta, GA 30068
Phone: 770-971-9141
Email: ifp@incompassfp.com
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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Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Incompass Financial Partners, LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Incompass Financial Partners, LLC and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
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