Financial Partners Estate Planning

Financial Partners has teamed up with AmeriEstate Legal Plan, Inc., a pioneer in delivering affordable, high quality estate planning services. By leveraging the power of group buying and pre-negotiated discounts, credit union members realize substantial savings in the legal services they receive as well as access to a nationwide panel of attorneys.

Who Needs a Living Trust?

A living trust helps save time and cost as well as the efficient distribution of your estate to your loved ones. Some examples of those who may benefit include:

• Married or a single parents with minor children
• Own Real Estate
• Children or beneficiaries with special needs
• Business owners
• Domestic partners

Some Advantages of a Living Trust

• Safeguard your assets during your lifetime and beyond
• Avoid the expense, delays & publicity of probate
• May reduce or eliminate estate taxes
• Ensure the proper use of your assets long after you are gone
• Provide appropriate income for your heirs