Estate Planning 101 with Patelco Credit Union: Protect Your Family & Assets (Part 1)

Start your estate planning journey with Patelco Credit Union! In Part 1 of our "Estate Planning 101" series, Attorney Edward R. Cainglit from Oak Crest Law Group joins us to discuss the essentials of protecting your loved ones and assets. Learn how proper estate planning can avoid the hassle of probate, reduce taxes, and ensure your wishes are honored. Key topics include wills, Advanced Health Directives, Power of Attorney, and more. Don’t miss this opportunity to secure peace of mind for you and your family. Please join us as we discuss estate planning basics with Edward R. Cainglit, Attorney at Law at Oak Crest Law Group.2 Key topics will include wills, Advanced Health Directives, Power of Attorney, Grant Deeds, and more. LINKS AND RESOURCES Subscribe: https://www.youtube.com/patelcocu?sub... Patelco Website: https://www.patelco.org/ SOCIAL Blogs: https://www.patelco.org/financial-wel... Webinars: https://www.patelco.org/financial-wel... Podcast: https://www.patelco.org/financial-wel... Member Support: https://www.patelco.org/contact-us Facebook:   / patelco   X:   / patelcopays   IG:   / patelcocu   #PatelcoCreditUnion #creditunion #financialliteracymatters 1 CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor. 2 Neither Edward R. Cainglit nor Oak Crest Law Group is affiliated with Patelco Credit Union or CUSO Financial Services, L.P. (“CFS”). Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.