Estate Planning 101: An Introduction to Estate Planning
In this seminar, we'll discuss:
- The basic tools used to protect ourselves during a period of incapacity.
- Who do you trust to make health and financial decisions for you if you are no longer able to make decisions for yourself or manage your daily obligations.
- The simplest and easiest way to transfer assets at death.
- Differences between wills and trusts.
- The role beneficiary designations should play in the process.
- What does a basic but comprehensive estate plan include.
Investment Center Disclosures
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Affinity Plus Federal Credit Union and Affinity Plus Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Plus Investment Center and may also be employees of Affinity Plus Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Plus Federal Credit Union or Affinity Plus Investment Center. Securities and insurance offered through LPL or its affiliates are:
Not insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
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