Estate planning is the process of designating who will receive your assets and handle your responsibilities after your death or incapacitation. One of the goals is to make sure your beneficiaries receive these things in the most cost-effective way possible. Estate planning can help establish a platform you can fine-tune as your personal and financial situations change. The key question to ask yourself is: how do you want your assets distributed if you die or are incapacitated?
Typically an estate plan will include:
- Health Care Directives
- Financial Power of Attorney
- Life Insurance
Your Northfield Investment Services Representative is here to help you and can tell you about factors to consider and share ideas about where to go for guidance and advice. Call or stop by any Northfield Bank branch to schedule a no-obligation appointment.
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