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Schwartz Financial Associates, Inc

 

701 Route 73 North, Suite 6, Marlton, NJ 08053

Phone: (856) 216-0390

 

Website: www.schwartz-financial.com

May/June 2022

The Name Game

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.


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Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.
Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
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