Estate Planning

Estate planning is an important part of your personal financial plan, no matter your level of income. Even if you already have a will, an estate plan allows you to dictate how your assets will be transferred, reviews the tax considerations of those transfers, and makes sure someone you trust is handling your affairs in the way you want. Without an estate plan in place, the state will appoint an administrator to handle your affairs.

With the assistance of ClearFuture Financial available through CUSO Financial Services, L.P.* at 3Rivers, we can help can take some of the stress out of this planning process.