Secure Your Legacy: Essential Estate Planning Strategies

June 14, 2023

12:00 - 12:45PM

Learn what you need to know to protect yourself and your loved ones including the proper steps you can take to set up a living will and trust.

Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.

Presented by O'Neill Dewey, Trust & Will