CU Plan - Living Trust Educators
At Thinkwise, we want our members to be prepared financially for anything that comes their way. That’s why we have partnered with CU Plan, a team of experts on living trusts.
A living trust is an estate planning tool that bypasses probate or a state court process.
The ultimate goal is to prepare assets to be seamlessly passed on to whom they should be. While not everyone is in need of a living trust, many people are and don’t realize it. By setting up a living trust, one can avoid the state getting involved in these matters after they pass away.
80% of Americans do not have a will, or a living trust, which means their family will have to go through probate after they pass away, which can cost thousands and take years to complete.
You can start by learning more about a living trust and determining if you are in need of one. CU Plan (Living Trust Educators) has videos on their website to aid in understanding, or you can set up a free one-on-one meeting to see how you can get started.
Whatever the outcome, Thinkwise is here for you. Click the button below to navigate to the CU Plan (Living Trust Educators) website.