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Estate Planning Seminar

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Estate Planning

Life gets busy—have you had time to plan for the future? We want to help.

Stephen Seewer, CFS* Advisor at SF Fire Credit Union, is hosting a complimentary Estate Planning Seminar on Tuesday, July 23rd at 6:15 pm at our California Street Branch. This seminar will give you tools and knowledge you need to make sure your estate is established the right way.

What Is Estate Planning, And Why Do I Want To Do It?

Estate Planning is typically defined by four principal objectives:
- Controlling your property while you’re alive
- Protecting yourself and loved ones if you become disabled
- Ensuring what you have is left to whom you want, when you want, and in the way you want
- Saving as much as possible on taxes, professional fees, and court costs

What Are The Risks With Incomplete Or No Estate Planning?

If you do not set up an estate, or if your estate is not set up properly, risks include:
- Loss of control of your funds
- Unintended tax liability
- Unintended personal liability

As an example, if your estate does not clearly define who inherits your assets, your loved ones could face a burdensome probate process.

How To Register

Please register with Kevin Rucker by July 19th for the seminar by phone (415.674.4874) or by email ([email protected]).

*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. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.