Estate Planning

Estate Planning

Plan For The Future

Estate planning is more than just distributing assets once you're gone. A comprehensive estate plan's objective is to create and protect your legacy while ensuring that your wishes are carried out your way.

Based on your goals and situation, we recommend various components that could be beneficial to have in your estate plan. These may include wills and trusts, beneficiary designations, and guardian designation to name a few.

The First Steps Towards Estate Planning

A misconception of estate planning is that it is only for the wealthy - however, everyone can benefit from involving a financial planner. Whether you have a house, car, retirement fund, savings, or insurance - engaging with a reputable financial planner can help to better position your assets.

Assessment of Goals

Your financial planner will begin by evaluating your assets and listening to your financial goals. During this conversation, you will want to clearly articulate your objective and specify beneficiaries.

Legal Documentation

This includes drafting a will to outline asset distribution, establishing trusts, and designating power of attorney and healthcare directives.

Review and Adjust

Estate planning isn't a task that can be done in a jiffy. Regularly revisit your plan, especially after major life events, so it's important to keep documents up to date.

Start Your Estate Planning Today

Selecting a qualified financial advisor for estate planning offers you the benefit of professional guidance and a structured approach to documenting and preserving your assets. Don't leave the future to chance; let a financial advisor guide you toward a well-planned out legacy for you and your loved ones. Call today to learn more about what we can do for you.

*River City Investment Services and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

Have A Question? Talk With An Advisor Today.

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Contact

Office: (210) 394-5052

5308 Wurzbach Rd.

San Antonio, TX 78238

aduran@rivercityfcu.org

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