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Financial Services | Estate Planning

Making sure your assets are passed to your beneficiaries with maximum privacy and minimum taxes is a loving thing to do. Even if you don’t have a million dollar estate, you and your family can benefit greatly from estate planning.

The professionals in FMFCU Financial Services, available through CFS* can tell you all about estate planning and help you create a more tax-advantaged plan that passes your assets and properties to your heirs just as you had intended.

Call 610-480-9996 today to schedule your complimentary consultation. We also offer free, no obligation seminars. Ask us about these for your business.

* 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. Franklin Mint Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Please consult a tax professional for specific tax advice.