We'll help you get your affairs in order for your heirs.
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, Natalie Spiwak, President of Affinity Trusts and a Certified Citadel Estate Planner, can help you. She 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.
Natalie Spiwak is the President of Affinity Trusts and is a Certified Citadel Estate Planner. Prior to launching Affinity Trusts, Natalie was the Director of Marketing and subsequently the Assistant Director of Alumni Relations at California State University, Los Angeles, where she promoted the value of education and charitable giving for over a decade. Natalie is passionate about educating consumers about the importance of protecting their wealth for generations to come. She has presented hundreds of educational seminars and radio broadcasts that speak to the importance of establishing a plan that efficiently and cost effectively transfers a person's assets upon death and/or incapacity, thereby avoiding family conflict and resource-intensive probate. Natalie serves the life-planning needs of many with a high level of passion, expertise, and integrity.
"Creating this Trust has been one of my accomplishments for this year, and I feel really good about having these protections set up."
- Cathy B.