Estate Transfer Strategies

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Long-Term Asset Planning

You’ve worked hard to accumulate your wealth and want to know that the assets you leave behind will be there for your loved ones or the causes that are important to you. Estate transfer strategies include these essential components:

  • Will: determines asset distribution
  • Living Will: details your wishes when you are incapable of doing so
  • Trust: defines how assets are managed and by whom
  • Power of Attorney: acts on your behalf

We can help you identify your goals for future generations and create a long-term plan for your assets. We will coordinate with your legal and/or tax professional to help develop a plan that aligns with your values.

Contact the CFS team to schedule a complimentary, no-obligation appointment.

¹Non-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. Atria Wealth Solutions, Inc. (""Atria"") is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria's subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC.

CFS Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.