Presented Virtually via WebEx
Have You Created an Estate Plan for Your Family?
Please join us for an informative event:
An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.
In this seminar on Estate Planning Basics, you'll learn:
- Why you need an estate plan
- Strategies to plan for incapacity, including special health care directives
- Wills, trusts and life insurance
- Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax
Click below for event and registration details.
This event will be presented virtually via WebEx.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal professional. LPL Financial Representatives offer access to Trust Services through the The Private Trust Company N.A., an affiliate of LPL Financial.
Prepared by Broadridge Advisor Solutions Copyright 2021.
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. Eastman Credit Union and Eastman Credit Union Asset Management (ECUAM) are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using ECUAM, and may also be employees of Eastman Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Eastman Credit Union or ECUAM.
Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency
||Not Credit Union
|Not Credit Union
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