Estate Planning And Trusts
Making sure you have a legal will in place is the first step in planning your estate – and one of the most important things you can do to protect your family. In this episode, Michael Atkinson, Senior Vice President of Wealth and Advice talks with Mark Braeder, a lawyer with Stewart, Aulinger & Company. Mark specializes in estate planning and trusts. You'll discover, 1: How planning your estate can reduce financial stress on your family. 2: Why it’s important to have a will. 3: How to choose the best executor for your will. 4: Using a will kit versus consulting with a lawyer. 5: The benefits of setting up a trust.
We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures. Learn more about G & F Financial Group.