Estate planning can be a crucial part of a financial plan, once you begin thinking not only about your goals today but also for future generations. Once you have planned retirement and are invested, you can begin to focus on how your assets will be managed after your death.
At Excite Credit Union one of our CUSO Financial Services, L.P. (“CFS”)* Investment Advisors is here to help you. They will be able to assist you in coordinating with your legal and/or tax professional to help develop a plan that aligns with your values. Some things you can expect to discuss as part of the estate planning process are:
- What are your assets and their approximate value?
- Where will your assets go when you pass away?
- Do you have a trust?
To learn more about estate planning and ways to help protect your family, contact us today to schedule a complimentary, no-obligation appointment.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.