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Estate and Trusts
You’ve spent your life building your generational wealth to leave a legacy for your loved ones. Estate planning is key to helping secure your decisions are executed correctly. Wills and trusts are both part of estate planning tools that can help ensure your assets are protected and are given to your heirs.

Join us for this session where the experts will guide you on how to get started with estate planning and will break down the different types of wills and trusts.

Your privacy is important to us. We collect your name, phone number, and email address for the registration of this event/workshop. For more information on how we collect, use, and share your personal information, we encourage you to read our Consumer Privacy Policy, which is available at https://www.partnersfcu.org/ca-consumer-privacy-act. We do not sell your personal information for monetary consideration. However, there may be instances where we disclose or share your information with a third party for valuable consideration other than money, subject to your right to opt-out by visiting https://www.partnersfcu.org/privacy-policy-californiaoptout.

May 24, 2022 03:00 PM in Eastern Time (US and Canada)

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