Estate Planning

The Importance of a Will

Who will inherit your estate when you die? Doing a little planning up front can help ensure that everything in your estate is inherited by the intended recipients and that your loved ones lose as little as possible to taxation. What you need to do first, is to create a valid will.

Being an Executor

Being an executor can be a challenging job. Good thing we're here to help, by offering ACU members the services of Concentra Trust's "Executor EASE"; a program designed to assist executors with administering an estate.
 
 

Power of Attorney and Joint Accounts

You might want to consider a time when you might need help, in the short or long term with your finances, living arrangements or financial matters. You can start by reading these documents that provide you with helpful ways to manage your affairs and give you peace of mind.

 

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