Estate Planning Basics and Passing Assets Successfully.
Many people believe that estate planning is only for the wealthy. Nothing could be further from the truth. This webinar will help you and your family understand basic techniques to become better prepared for life’s unexpected events.
You’ll learn about wills, trusts, powers of attorney, gifting, and other important estate planning tools. We hope you’ll join host Jonathan Sheets, CFS* Financial Advisor, in an exploration of this vital topic, presented by Estate Planning attorney Doug Paul with McGinnis Lochridge and Senior Regional Vice President Michelle Webb of Western Southern Financial Group.
* 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. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC. CFS does not provide tax or legal advice. For such guidance, please consult a qualified tax and/or legal advisor.