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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 an Wealth Management at Hudson Valley Credit Union Consultant at your local branch or contact us at 845.463.3366.
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 affiliates have gone through an extensive qualifying process to ensure the highest level of quality service. Ask us about our referral list to learn more.
There are a variety of tools to evaluate when planning your estate. Click a link below to see a brief overview of each tool.
To aid in planning your estate, it’s helpful to have as much of the following information on hand as possible.
Don’t wait. Now is the perfect time to take the first steps in securing your wealth for your future, and for generations to come. Schedule a consultation or call us today at 845.463.3011.
Wealth Management at Hudson Valley Credit Union and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.
Revising Estate Strategy Assumptions
Critical Estate Documents