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Estate Planning

Your legacy has already begun. Start planning now to pass on the story of you. 

Schedule an Appointment with an LPL Financial Advisor* Meet Our LPL Financial Advisors
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Creating the Legacy You Imagined

Our advisors work with outside estate-planning attorneys to help ensure the legacy you leave is what you envisioned. 

  • Helps provide for your loved ones and charitable causes when you’re no longer able. 
  • Your estate—bank and investment accounts, house, cars, family items, etc.—will be taken care of. 
  • Protection for your young children by naming guardians in your will. 

Resources

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Passing On the Story of You

Legacy planning is a complex process that allows you to create a lasting gift for your heirs that goes well beyond financial matters.

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Estimating Your Retirement Income Needs

The simple advice is to set your retirement income as a percentage of your current income. But that approach doesn't account for your specific plans.

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Start Saving Now for Your Child’s Education

College tuition has tripled over the past 30 years. All the more reason to take advantage of savings tools (like 529 College Savings Plans) early.

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Time to Rethink Your Savings Strategy

Americans have been hesitant to make saving a high priority. However, savings products remain attractive and may help you rethink your savings strategy.

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* Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SELCO Community Credit Union and SELCO Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SELCO Investment & Retirement Services, and may also be employees of SELCO Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SELCO Community Credit Union and SELCO Investment & Retirement Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

SELCO Community Credit Union (“SELCO") provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay SELCO for these referrals. This creates an incentive for SELCO to make these referrals, resulting in a conflict of interest. SELCO is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.