Life Events
Estate Planning
Estate planning can be a crucial part of financial planning. You have to think not only about your goals today, but also for future generations. Once you have planned retirement and invested wisely, it's time to focus on how your assets will be managed after your death.
There are many questions one must consider, such as: Who will take care of your finances when you are no longer able to do so? Where will your assets go when you pass away? How will your estate be taxed? At PNWFCU, we are here to answer these questions. We are dedicated to act in your best interest so you can feel confident your assets are distributed the way you desire.
Portland 503.258.2658
Outside local calling areas
1.800.444.5858 x2658
*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. Pacific NW Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
