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Estate Planning

It's never too early to think about your legacy.

Estate planning can help provide for your loved ones and charitable causes when you’re no longer able to do so yourself. Our CFS advisors* work with outside estate planning attorneys to help ensure the legacy you leave is the one you imagined.

Not only for the wealthy

If you consider what makes up your estate—your bank accounts, investment accounts, house, cars, family items, etc.—you may realize you have enough assets that you don’t want to leave them to chance.

More than just assets

Planning ahead isn’t only about controlling your finances. If you have young children, you can protect them by naming guardians in your will. You can also identify who should make medical decisions on your behalf if you become unable to do so.

Planning ahead isn't only about finances.

Let us help

We know looking far ahead can feel overwhelming, but our CFS advisors can help you plan a way forward and answer any questions you have.

* Nondeposit 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. Nondeposit investment 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. SELCO Community Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members.