Estate planning is an important part of your personal financial plan, no matter what your level of income. Even if you have a will, an estate plan lets you dictate how your assets will be transferred, reviews the tax considerations of those transfers, and makes sure someone is handling your affairs in the way you want. Without an estate plan in place, the state will appoint an administrator to handle your affairs.
With the assistance of ClearFuture Financial available through CUSO Financial Services* at 3Rivers, we can help can take some of the stress out of your planning process.
Contact us today to schedule a no-obligation appointment.
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*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. ClearFuture Financial is a trade name for the investment & insurance products available at 3Rivers Federal Credit Union. CFS does not provide legal or tax advice. For specific tax advice, please consult a qualified tax professional
Trust services provided by MEMBERS Trust Company. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal.