An important part of financial planning includes estate and legacy planning. A living trust is a powerful tool designed to ensure that your last wishes are fulfilled and that your assets transfer to your beneficiaries efficiently.

Should you have a living trust or a basic will? Should you have a health care directive? For professional advice in answering these questions, two of our trusted partners have assisted many of our clients over the years.

For professional advice in answering these and any other estate planning questions, contact one of our partners:

Disclaimer: CU Financial Partners, LLC is not affiliated with nor has ownership in any of our partners nor is any compensation received for these referrals.