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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 a Financial Advisor Meet Our CFS Financial Advisors
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Creating the Legacy You Imagined

Our CFS 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.