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WEALTH TRANSFER AND ESTATE PLANNING

Leave a legacy for your loved ones

Wealth Transfer and Estate Planning Strategies

Help increase what you leave behind

You have something of value to leave for friends or family, no matter your level of income or wealth. We can help you create a simple strategy for passing your estate on to your loved ones.

Schedule a Consultation    Meet our  CFS* Advisors   

or Call 503-785-2561

We’ll help you transfer your assets effectively:

  • Develop an estate plan that help keep your beneficiaries financially secure
  • Offer strategies for managing your assets in trust
  • Establish and review your beneficiary designations and asset titling
  • Work with attorneys and tax experts to protect your assets from probate and estate taxes


We can help you manage an inheritance:

  • Assemble and process life insurance and other account claims forms to get assets under your control
  • Develop investment plans for inherited funds

Let's start planning

Whether you want to create an estate or have received an inheritance, we can help you plan your next steps. Our CFS* team can help you execute a strategy that’s based on your needs and financial goals.


*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/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.







 
 
 
 
 




Ready to get started?

Schedule a Consultation
or call us at 503-785-2574
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