Estate Planning & Wealth Transfer
A number of Financial Advisors at Citadel available through CFS* specialize in estate planning and wealth transfers to beneficiaries in the event of a loved one passing. We understand that life can throw you unexpected curves, but we're here to help. Our Financial Advisors will discuss with you wealth transfer strategies, offer you an estate planning service and much more.
Contact us or a complimentary consultation about our investment management options today.
What It Is
Once you have planned for retirement and invested wisely, it's time to focus on how your assets will be managed in the event of your death.
We’ll sit down with you and create a plan that manages your assets and helps to ensure you have everything you need to document what will happen to your wealth.
Our Financial Advisors will focus on tax-efficient strategies, so you feel confident in your future estate allocation.
In the event of a loved one passing, we’ll work closely with your accountants and attorneys to ensure a smooth transfer of wealth. The advisors at Citadel, available through CFS*, offer personalized wealth transfer strategies that minimize inheritance tax obligations.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advise, For such guidance, please consult your tax and/or legal advisor.
Introducing Citadel Video Connect
Chat face-to-face with a Citadel Video Specialist in a secure environment from the comfort of home on your laptop, desktop computer, or mobile device using the Citadel Video Connect app. Please be sure to have your photo ID ready prior to beginning the call. Choose Video Connect above, or learn more about our Video Banking options.