You’ve worked hard your entire life to accumulate assets. You have an "estate." There’s no doubt you’ve spent much time planning, saving and investing for your foreseeable future, but what happens after that? Estate planning is an important and essential step in your inclusive plan.
What is Estate Planning and Why is It Important to Me?
Estate planning is the process of creating a plan for administering and distributing an individual’s property before and/or after his/her passing. Regardless of your net worth, it’s crucial to have an estate plan in place. By creating a plan in writing today, you may save time, money and frustration for you and your loved ones tomorrow.
Here are some examples of what an appropriate estate plan could potentially accomplish:
How do I Get Started?
The Golden 1 Credit Union understands how important estate planning is to our members. That’s why we’ve included information on several attorneys who specialize in estate planning. These attorneys are independent of each other and Golden 1. They are prepared to support you every step of the way and answer any questions you have. An attorney may assist with advice on issues including taxes, title to assets and the management of your estate along with other related and important information. Per your needs, they will prepare all the appropriate documents, file documents as required, title assets such as accounts, investments, real estate, etc. into the name of the trust (if it is a trust solution), and work with you to establish the estate settlement solutions that meet the needs of you, your loved ones and heirs for contingencies today and after you pass away.
Plus, as a Golden 1 member, when you use any one of the attorneys of your own choosing listed here, you are eligible to receive special discounted pricing for these services!
A Revocable Living Trust package at the pricing above includes the Revocable Living Trust, Pour Over Will, Power of Attorney over Asset Management and Advanced Healthcare Directive. You will also receive the preparation of up to two deeds to transfer your California real estate properties into your trust and all necessary correspondence with your financial representatives or financial institutions to ensure your credit union, bank, investment and other financial accounts (as appropriate) are transferred into your trust. Recording fees for the two real estate deeds are included. There may be other costs for funding into the trust additional or out of state deeds, or other special and unique circumstances.
To learn more about estate planning, at your own discretion, you may wish to schedule a confidential consultation with an Estate Planning Attorney from one of the attorneys whose contact information is provided here. Please review the list of attorneys as well as the discounted pricing on Revocable Living Trust packages available to you as a Golden 1 member. We can make a referral to the attorney you choose to directly contact you by calling 1-877-GOLDEN 1 (1-877-465-3361).
This credit union is federally insured by the National Credit Union Administration.
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