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
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
*Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Oregon Community Credit Union and OCCU 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.