Estate planning can be a crucial part of financial planning. You have to think not only about your goals today, but also for future generations. Once you have planned retirement and invested wisely, it’s time to focus on how your assets will be managed after your death.
At Partner Colorado Credit Union one of our CUSO Financial Services, L.P. (“CFS”)* Financial Advisors are to help you. They are here to answer all your questions and can help you create a plan so you can feel confident your assets are distributed the way you desire.
Whether your estate is large or small, there are many issues to consider in creating an estate plan. One of our CFS* advisors can help you uncover:
- 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 protecting your family, contact us today to schedule a complimentary, no-obligation appointment.