While virtually everyone needs to address basic estate planning issues, some people require more sophisticated strategies. In Estate Planning 201, we go beyond the concepts contained in Estate Planning 101 to discuss estate tax minimization techniques such as optimizing the marital deduction, bypass (credit shelter) trusts and family limited partnerships. In addition, we will cover charitable giving strategies and asset protection concerns. Please join us for this detailed look at estate planning for those with substantial assets and/or more complex needs.
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. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.