Defining your legacy

Legacy planning isn’t always an easy topic, but it’s worth the effort to decide how you want to share your legacy and make the process easier for your heirs.

Here are a few tactics you may want to use, with help from your family and professional advisor:

1. Define an effective strategy for distributing your wealth by completing an estate planning checklist.
2. If necessary, determine how to handle a wayward beneficiary. Rather than ignoring the family black sheep, develop a plan to address any concerns. This can include a well-structured plan, such as a trust that abides by your wishes.
3. Discuss your plan with your beneficiaries individually to make sure each understands the details of your intentions. Once you’ve established your plan and shared your intentions, don’t forget to regularly review your plan and make changes when necessary.

Call our team at TFCU Financial Advisors for an estate planning checklist or to meet with a financial advisor.

TFCU Financial Advisors
6501 Tinker Diagonal
Midwest City, OK 73110
(405) 737-0006
TFCUFinancialAdvisors.org

Securities are offered through RAYMOND JAMES FINANCIAL SERVICES, INC., Member FINRA/SIPC, and are not insured by NCUA or insured by any other government agency. Funds are NOT GUARANTEED nor are they deposits or obligations of the credit union or any affiliated entity of the credit union, and are subject to risk, including the possible loss of principal. Tinker Federal Credit Union, Tinker Financial Services, LLC and TFCU Financial Advisors* are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc., a non-affiliated third party provider to Tinker Financial Services, LLC and Tinker Federal Credit Union. All investments and information are intended for U.S. residents only.*TFCU Financial Advisors is a registered trademark and ‘dba’ of Tinker Financial Services, LLC. Sources: Raymond James Financial Journeys.