Estate Planning

Build a legacy that can last for future generations.

You’ve worked hard over the years to accumulate wealth, and may find it comforting to know that the assets you leave behind will continue to be a foundation for your family, friends, and the causes that are important to you.

Estate planning can be a crucial part of a financial plan, once you begin thinking not only about your goals today but also for future generations. Once you have planned retirement and are invested, you can begin to focus on how your assets will be managed after your death

At ViaInvestment Services, available through CUSO Financial Services, L.P. * Heath can help you navigate through this decision-making process and help you uncover which options are best for you, your family, and your situation.

What are your assets and their approximate value?
Where will your assets go when you pass away?
Do you have a trust?

To learn more about estate planning and ways to help protect your family, contact us today to schedule a complimentary, no-obligation appointment.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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