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Financial Learning Center

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 Financial Services at FMFCU, available through LPL Financial* 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.


*Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Franklin Mint Federal Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA Insured No Credit Union Guarantee May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: PA, DE, GA, NC.