Continue to do good after you’re gone

Let’s be honest. No one wants to discuss the “D” word. But the truth is, we’re shirking our duties if we don’t prepare for our passing. Yes, estate planning ensures your money and property go to the right people and organizations. But it also can provide for your children’s future, minimize your family’s tax burden and eliminate the need for messy probate proceedings. Best of all, if you prepare a plan now, you can rest easier for the rest of your life.

Here’s what CFS* Financial Representatives might address in estate planning discussions.

  • Look ahead. Representatives can help you think not only about your goals today, but also how your estate can help future generations.
  • Plan distribution. We’ll help you value your assets and decide where they will go.
  • Assign responsibility. You can decide who will take care of your finances after your die.
  • Care for kids. Who should be responsible for taking care of your children?

Workers Credit Union provides banking services to greater Chelmsford, Westford, Acton, Groton, Townsend, Lunenburg, Lancaster, Leominster, Fitchburg, Orange, Lowell, Worcester, and Athol, MA. Contact a Workers CFS Financial Representatives  to learn more about our estate planning services, or to schedule a free, no-obligation appointment.


* 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. Workers 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.

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