Estate Planning
Available through CUSO Financial Services, L.P.
Estate planning can be a crucial part of financial planning. You have to think not only about your goals today, but also for future generations. Once you have planned retirement and invested wisely, it's time to focus on how your assets will be managed after your death.
Jack Vadnais, CFP®, can help you, he is here to answer all questions and is dedicated to act in your best interest so you can feel confident your accounts are set up correctly and that your assets are distributed the way you desire.
Whether your estate is large or small, there are many issues to consider in creating an estate plan, let Jack help you uncover:
- What are my assets and what is their approximate value?
- Where will your assets go when you pass away? Who will take care of your finances when you are no longer able to do so?
- Who should be responsible for taking care of my minor children if I become unable to care for them myself?
- Who should make decisions on my behalf I become unable to care for myself?
- What do I want done with my remains after I die?
Jack Vadnais, CFP®
Financial Advisor
CUSO Financial Services, L.P.
at Freedom Credit Union
(413)750-5724 office
(413)575-5483 cell
jack.vadnais_freedomcu@cusonet.com
Investment products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer, are not NCUA/NCUSIF insured, investments not Credit Union guaranteed and may lose value. Representatives are registered through CFS. (Member FINRA/SIPC)
