If you become seriously ill or pass away suddenly, estate planning will give you the comfort of knowing that your loved ones will be protected.
Vanguard Credit Union’s estate planning will help you make informed decisions about the ownership and distribution of your assets during your lifetime and into the next generation. We also help you evaluate your estate needs in relationship to your plan, and can direct you to an investment advisor, insurance representative* or a corporate executor if you need one.
*Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. Mutual Funds are offered through Credential Asset Management Inc.