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Estate Planning

Estate Planning

With proper estate planning, you can save your loved ones hours of stress and frustration with the administration and disposition of your estate. We can explain and help you understand your estate planning options.

The right estate plan is a phone call away

A CFS financial advisor will work closely with you to create the proper strategy. Undertaking this process early can eliminate confusion if you become incapacitated due to injury or illness.

  • Good planning most often leads to estate dispositions that go more smoothly, with less expense
  • It can also help avoid lengthy and expensive legal proceedings for your beneficiaries

If you’d like to talk to us today, please call (808) 844.8338.

*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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