Everyone looks forward to the day when they can relax with family on the beach or spend time with grandkids at home. However, you have to start planning today prior to 65 so that your dreams become a reality.
Estate planning can be a crucial part of financial planning. You have to think not only about your goals today, but also about future generations. Once you have planned retirement and invested wisely, it's time to focus on how your assets will be managed after your death.
At Inter American Trust Bank Investment and Retirement Services, available through CUSO Financial Services, L.P., our CFS* advisors, who are here to help you, can answer all questions. They are dedicated to act in your best interests so you can feel confident your assets are distributed the way you desire.
Whether your estate is large or small, there are many issues to consider in creating an estate plan. Let our advisors help get answers to these questions:
*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. Inter American Trust Bank has contracted with CFS to make non-deposit investment products and services available to credit union members.