Estate Planning

Estate planning is a challenging part of financial planning. You are balancing your goals today, while also considering future generations. Estate planning is not just for retirees either.

At NEFCU Financial Group, available through CUSO Financial Services L.P., our representatives can help to answer your questions so you can feel confident your assets will be managed and distributed as you want.

Whether your estate is large or small, there are many issues to consider in creating an estate plan. Consider:

  • What are my assets and what is their approximate value?
  • Who should make decisions on my behalf if I become unable to care for myself?
  • Who will take care of my finances when I am no longer able to do so?
  • Who should be responsible for taking care of my minor children if I become unable to care for them myself?
  • How will my assets be distributed when I pass away?
  • What do I want done with my remains after I die?

To create an estate plan, contact Jonathan or Scott.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and 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.