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1021223-00006-00
David P. McCabe,
WMCP®, ChFC®, CLU®
Financial Planner
Nathaniel D. High, RICP®
Financial Planner
Nicholas J. Over, CFP®
Financial Planner
Sara E. Martin
Client Relations Manager
Jennifer A. McCabe
Client Relations Specialist
jennifer.mccabe@prudential.com
Centuria Financial Group
2333 Baltimore Blvd Suite B
Finksburg, MD 21048
Phone: 443-952-7232
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 of the death certificate and distributing as needed
- Identifying and paying creditors
- Collecting and distributing assets
- Keeping records for heirs of all payments, deposits, and distributions
- Filing final tax returns
Your Child's Guardian
The person you choose as guardian will make legal and other 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 his/her relationship with the person.1056764-00001-00
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Centuria Financial Group is not affiliated with Prudential Financial. Centuria Financial Group sells insurance products of Prudential Financial's affiliated insurance companies in addition to products of non-affiliated insurance companies. Centuria Financial Group is authorized to sell and service certain insurance products of Prudential Financial companies as well as use this material. Centuria Financial Group and its representatives do not give tax or legal advice. Please consult with your own advisors regarding your particular situation. Offering financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255. Sara E. Martin and Jennifer McCabe are employed by David McCabe and not The Prudential Insurance Company of America or its subsidiaries.
This newsletter is general educational information provided by a Prudential Financial Professional and is not intended to market or sell any specific products and services, but rather provide general information about the subject matter covered only.
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