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.
Estate Planning
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 Professionals 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.
LET'S TALK
Online
Call (800) 462-8328, ext. 4116, option 2
Monday through Friday, 8 a.m. – 5 p.m.
investments@schoolsfirstfcu.org
Already working with a financial professional?
Log in to LPL's account view to manage your investments.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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 |
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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.