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Schedule a complimentary consultation by calling (757) 898-0089 or by visiting your nearest LFCU Branch to arrange a meeting.

Passing on

Plan ahead for your inevitable passing to avoid complications, save money, and protect the people you love.

Estate planning is a critical part of your overall personal financial plan. Without proper estate planning, you give up your right to overrule the decisions that other people will make for you after your death. In essence, your ability to plan and protect your loved ones dies when you do. Plan ahead to avoid complications, save money, and protect the people you love.

Have Questions? We have answers.

Q.   What do I need to do in order to plan my estate?

A.   What is estate planning

Q.   Are there any tax liabilities my family could be left with?

A.   Estate and gift taxes

Q.   What decisions need to be made by my family and I before end of life?

A.   Critical decisions
       Taking care of elderly loved ones

Q.   What are my heirs' legal rights and responsibilites and how can I help prepare them?

A.   What happens after you die

Q.   What is probate and how does the probate process work?

A.   Probating the estate

Q.   What happens if I have no estate planning?

A.   When you don't have a will

Q.   What is the best type of life insurance to have and what happens with it when I die?

A.   Which type of policy should I own

Securities, insurance products and advisory services offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

View Cetera Investment Services privacy policy and other important information.

NOT A DEPOSIT. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
INVESTMENTS ARE
NOT NCUSIF INSURED
MAY LOSE VALUE
NO CREDIT UNION GUARANTEE