Estate Planning

Take Control of Your Future and Protect Your Legacy.

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Why Estate Planning Matters

Estate planning helps you manage asset distribution, reduce uncertainty, and secure your family's future.
Discover the top three reasons it's important.

Ensures Your Wishes are Followed

Estate planning allows you to decide how your assets are distributed, ensuring your wishes are respected after you're gone.

Protects Your Loved Ones

Estate planning protects your family, names guardians for minors, and eases their burden during tough times.

Reduces Taxes and Legal Fees

Proper planning can help reduce estate taxes and avoid lengthy probate, saving your heirs time, money, and stress.

Protect Your Legacy with Estate Planning

Planning your estate? Here are a few important things to think about to protect what matters most.

Asset Planning

Take Stock of Your Assets
List and value all your properties, savings, investments, and personal belongings.

Define Goals
Outline your intentions for asset distribution and long-term objectives, such as supporting loved ones or charities.

Name Beneficiaries
Specify individuals or organizations for key accounts like retirement plans and insurance policies.

Estate Planning

Create a Will
A will manages asset distribution, assigns guardians for minors, and selects an executor.

Consider Trusts
Use trusts for added protection to bypass probate, manage assets, and address special circumstances.

Assign a Power of Attorney
Designate someone to handle legal and financial matters on your behalf in case of incapacity.

Plan Management

Set Up a Healthcare Directive
Specify your medical preferences and appoint someone to make decisions if needed.

Regularly Review and Update
Regularly update your plan to reflect major life events like marriage, divorce, children, or financial changes.

Communicate Your Wishes
Share your plan with family members and key parties, ensuring everyone understands their roles.

Estate Planning Resources

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Financial Consultants

Connect with our consultants and start your path to financial independence.

Meet the Team

Invest with Confidence

Learn more about our investment professionals and their expertise.

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Manage Risk at Every Stage of Your Financial Life

As life changes, your risks do too. Effective risk management helps you stay protected every step of the way.

Accumulation

Ages 18 - 50

Ages 18 - 30

Focus on accelerating your financial growth with strategic investments that balance building wealth with long-term security.

Ages 30 - 40

Now is the time to protect what you’ve built. Refine your strategies to protect wealth, maintain stability, and prepare for retirement.

Ages 40 - 50

Prepare for retirement by fine-tuning your investments and preserving your wealth to support a comfortable and secure future.

Key Things to Consider:

Emergency Fund

Building Credit

Buying a Home

Life Insurance

Disability Insurance

Retirement Planning

Estate Planning

Long-Term Care

Investing

Preservation

Ages 50 - 65

Ages 50 - 60

As you transition into retirement, strategic asset management and wealth distribution planning help ensure your finances support your lifestyle and long-term goals.

Ages 60 - 65

Retirement is on the horizon, and now is the time to protect your assets, manage risk, and create income strategies that guarantee your wealth lasts throughout retirement.

Key Things to Consider:

Emergency Fund

Borrowing Money

Buying a Home

Long Term Care

Life Insurance

Retirement Planning

Investing

College Planning

401(k) Distribution Planning

In-Service Distribution

Annuities

Distribution

Ages 65+

Over 65

This is the stage to enjoy your retirement while maintaining financial security. Carefully manage your finances to support your lifestyle and meet your future needs.

Key Things to Consider:

Cash Reserves

Retirement Income Distribution

Long Term Care

401(k) Distribution Planning Term Care

In-Service Distribution

Annuities

Investing

Estate Planning

Medicare

Brokerage Disclosures:

The financial consultants of Logix Financial Services are registered representatives with, and Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Logix Federal Credit Union (LFCU) and Logix Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Logix Financial Services, and may also be employees of LFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of LFCU or Logix Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits
or Obligations

May Lose Value

Logix Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.

CA Insurance License #0D64827