Do you have a plan for your legacy?  No matter where you are in your journey, we are here to help.  Estate plans provide your family a roadmap for how you want your personal and financial affairs to be handled.

Join us to learn how our Wealth Management team, available through CFS, partners with attorneys to help members with estate planning needs.  Our guest speaker will be Michael Nicolini, Senior Fiduciary Officer, from Members Trust Company.  We will cover the below common questions and more.

• What happens if you don’t have an estate plan?
• What’s included in a estate plan?
• Don’t have a will? What’s at stake?
• Who needs a trust? What type of trust is best?
• What does a trustee do?

Michael will be joined by Drew Snider, CFP® and Director, Financial Planning, at Coastal Credit Union.  He is part of the Coastal Wealth Management team (through CFS*).