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 representative 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:
To create an estate plan, contact Jonathan.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered brokerdealer (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.