The right plan inspires confidence and trust


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.

At University Credit Union our CFS* Financial Advisor, David Elster, can help you, he is here to answer all your questions and can help you create a plan, so you can feel confident your assets are distributed the way you desire.
 

Whether your estate is large or small, there are many issues to consider in creating an estate plan**, let David help you uncover:
 

  • What are your assets and their approximate value?
  • Where will your assets go when you pass away?
  • Who will take care of your finances when you are no longer able to do so?
  • Who should be responsible for taking care of your children if you become unable to care for them yourself?
  • Who should make decisions on your behalf if you become unable to care for yourself?
  • What do you want done with your remains after you die?

If you would like to learn more about David Elster, feel free to contact him at 858-805-7949 or email him at delster@cusonet.com to schedule an appointment.


David Elster is securities licensed in California and holds a California Insurance license #0H84747.

 

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