ESTATE PLANNING & TRUST SERVICES
Have you thought about your family's financial security if something happens to you?
An estate plan is your instructions for managing your finances and property when you pass away. It can also help protect your family from shouldering an unnecessary tax burden.
No matter what your financial circumstances are, you should have at least the most basic estate-planning document: a simple written will.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Just as you look to a trusted advisor for financial advice, you need professional guidance when it comes to estate planning. Our advisors will:
- Review your financial plan to ensure your loved ones will have lasting financial security.
- Explain the differences between wills and trusts.
Although our Financial Advisors are experienced with estate planning, we don't create will and trust documents. But we can help you find a local estate planning attorney who can. Call us at (800) 462-8328, ext 4116, option 2 or email us at firstname.lastname@example.org to make an appointment.
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union and SchoolsFirst Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SchoolsFirst Federal Credit Union or SchoolsFirst Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.