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Life & Estate Planning
Take steps to help secure the financial well-being of the people and causes you care about.
Professional management of investments through CUSO Financial Services, L.P.*
Preserve wealth
Transfer estate assets
Financial partner for life
Whether it's transferring your wealth to your children and/or grandchildren, or donating to your favorite philanthropic cause, make sure your financial success gets used in a meaningful way. We're here to help you achieve your estate planning goals.
Ready to start life and estate planning?
There are many different types of options when it comes to life and estate planning. We'll help guide you through the process.
Stay up to date on the latest in Life & Estate Planning
The more you know, the more prepared you'll be for your financial future.
investment
Leaving a Legacy
You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you.
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investment
Death of a Family Member Checklist
Losing a loved one can be a difficult experience. Yet, during this time, you must complete a variety of tasks and make important financial decisions. You may need to make final arrangements, notify various businesses and government agencies, settle the individual's estate, and provide for your own financial security.
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investment
Key Estate Planning Documents You Need
There are five estate planning documents you may need, regardless of your age, health, or wealth:
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* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (MemberFINRA/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.