Do you have a will? Should you place your assets in a trust? What kind of Power of Attorney do you need? These are just a few of the considerations surrounding estate planning. Estate planning is vital to protect you and your family and to preserve your wealth and legacy. Join us for a presentation and discussion on the estate planning process and the documents needed for a comprehensive plan.
Do you have a will? Should you place your assets in a trust? What kind of Power of Attorney do you need? These are just a few of the considerations surrounding estate planning. Estate planning is vital to protect you and your family and to preserve your wealth and legacy. Join us for a presentation and discussion on the estate planning process and the documents needed for a comprehensive plan.
Joseph Duffey of Everest Financial Inc. offers securities and advisory services through Madison Avenue Securities LLC (MAS), Member FINRA/SIPC, and a registered investment advisor. MAS, Everest Financial, Inc. and Cincinnati Ohio Police Federal Credit Union (COPFCU) are not affiliated companies. Everest Financial Inc. is not affiliated with or endorsed by any U.S. government or any governmental agency. Investing involves risk including the potential loss of principle. Investments are not NCUA insured and have no financial institution guarantees.