Estate Planning

Helping you leave a legacy

Effective estate planning gives you confidence that your family will be well cared for in the event of your passing. Our Financial Consultants* take a clear and personalized approach to help ensure you have a well-considered strategy that saves you money while you're living and aims to leave more to your heirs upon your death.

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

 

Is your estate ready to pass to your heirs?

Our comprehensive plans revolve around listening to your needs and executing them according to your wishes. Speak with one of our professionals today about:

  • How to correctly designate your beneficiaries
  • Understanding the probate process and how it can be avoided
  • Learn how to avoid costly planning errors
  • How your assets can be distributed upon your death
  • Learn how to manage, reduce or avoid income, and estate taxes when transferring your wealth
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Join us for a free financial planning seminar

At OCCU, we offer complimentary seminars for everything from investment services to retirement planning. Check our calendar to see what’s coming up.

See upcoming seminars

Have questions?

Want to learn more about our estate planning options? Let's connect!

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*Securities offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Oregon Community Credit Union and Oregon Community Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
The investment products sold through LPL Financial are not insured Oregon Community Credit Union deposits and are not NCUA insured. These products are not obligations of Oregon Community Credit Union and are not endorsed, recommended or guaranteed by Oregon Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: OR, AK, AZ, CA, CO, DC, FL, HI,  IL, IN, MA, MO, MT, NC, NV, SC, TX, UT, WA.