Leave a legacy that you and your loved ones will be proud of

 

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 Citidel 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.

Whether your estate is large or small, there are many issues to consider in creating an estate plan, let us 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?

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.

Member Testimonial

"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.