Estate Planning Basics Seminar
Basic Introduction to Estate Planning and End of Life Planning (Wills/Trusts/Probate)
Saturday, December 15, 2018 | 2PM - 4PM
Livermore Public Library - Civic Center
CUSO Financial Services
UNCLE Credit Union's CFS* Advisor, Briand Kitchens will review:
- Why you may need an estate plan
- Strategies to plan for incapacity, including special health care directives
- Wills, trusts and life insurance
- Key tax basics, including an overview of the federal gift tax, estate tax and generation-skipping tax
Workshop attendees will also receive a complimentary workbook with key information, worksheets and questions to help you remember important points from this seminar.
*Non-deposit 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. 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. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.
UNCLE Credit Union's Routing / Transit number is: 321173072