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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:
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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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Northfield Bank and Northfield Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Northfield Investment Services, and may also be employees of Northfield Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Northfield Bank or Northfield Investment Services. Securities and insurance offered through LPL or its affiliates are:
NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY • NOT BANK GUARANTEED • NOT BANK DEPOSITS OR OBLIGATIONS • MAY LOSE VALUE
The Northfield Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY and NJ.
Important Customer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security.