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Estate Planning

Build a legacy that can last for future generations.

Client Centered

You’ve worked hard over the years to accumulate wealth, and may find it comforting to know that the assets you leave behind can continue to be a foundation for your family, friends, and the causes that are important to you.

Estate planning can be a crucial part of a financial plan, once you begin thinking not only about your goals today but also for future generations. Once you have planned retirement and are invested, you can begin to focus on how your assets will be managed after your death.

At 1st Advantage one of our CFS Financial Advisors available through CUSO Financial Services, L.P. * can assist you by coordinating with your legal and/or tax professional to help develop a plan that aligns with your values. Some things you can expect to discuss as part of the estate planning process are:

  • What are your assets and their approximate value?
  • Where will your assets go when you pass away?
  • Do you have a trust?

Estate Planning

To learn more about estate planning and ways to help protect your family, contact us today to schedule a complimentary, no-obligation appointment.

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Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.