Estate Planning | Wappingers Falls, NY | Wealth Management at HVCU

Trust & Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Everything you have accumulated during your lifetime is considered your estate. That includes your home, bank accounts, insurance policies, and other valuables as well. Ensuring that your legacy is carried out according to your wishes after you pass requires a well-planned strategy.

To speak to someone about estate planning, schedule a consultation with a Financial Consultant with Wealth Management at Hudson Valley Credit Union at your local branch or contact us at 845.463.3366.

When and How to Start Estate Planning

It’s important to have an estate planning strategy in place as soon as you have acquired assets or are legally responsible for minor children. Your specific plan may begin with a simple will and develop into a full-fledged strategy that includes joint accounts, beneficiaries, guardians, asset preservation, and income tax management.

We have a referral list of qualified tax accountants and attorneys in the area to help you in developing your estate plan. These professionals have gone through an extensive qualifying process to ensure the highest level of quality service. Ask us about our referral list to learn more.

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

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