This webinar is an educational event hosted by our partners, CU Plan with Living Trust Educators. You’ll learn about proper planning, whether you need a Trust or a Will, and what is included in a Full Estate Plan.
Join us on Tuesday, August 3rd at 7:00pm for this Webinar
Presenter: Craig Nelson
Craig Nelson is a Legacy Planning Media Educator and Founder of CU Plan with Living Trust Educators, which empowers people to make sure their estates are in the hands of their loved ones and not at the mercy of probate courts.He has been serving credit union members since 1986 with Trusts, Wills and Inheritance Planning.
According to Danielle Mayoras, leading Estate Planning Attorney, Legal Expert, National Lecturer, Television Personality, and Co-Author of the Book Trial & Heirs, Famous Fortune Fights! …”70% of Americans do not even have a Will” She’s also said, “Joint Tenancy is the worst form of Title, even though many people use it in order to avoid probate.”
Thank you for allowing us to serve as your financial provider, as we strive to offer unique and proven solutions to the challenges we all face in life... – Patrick Redo, President & CEO of allU.S. Credit Union
This event is not for the solicitation of any legal, financial, tax or other professional products or services. The legal and inheritance planning solutions presented during our event may or may not include legal document preparation assistance services, including simple wills, trusts and/or designated beneficiary documents as well as financial products and services. No professional services are ever transacted at our Credit Union Sponsored Events.