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Estate Planning

Estate Planning is a very important piece of your overall personal financial plan. Planning ahead can help avoid complications, save money, and give you peace of mind that your hard-earned money will stay in your family, providing security for your loved ones.

Make a plan today to ensure your assets are properly distributed and your wishes are carried out. Contact us to make an appointment and learn more about:
  • Protecting family assets
  • Wills versus trusts
  • Minimizing taxes on Social Security income
  • Estate tax rules: How do they affect you?
  • IRA rules and strategies

To learn more about estate planning, or to schedule your free planning session, connect with one of our Financial Advisors, or contact us at 603-629-1524.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. St Mary’s Financial Services is a trade name of the credit union. Infinex and the credit union are not affiliated. Products and services made available through Infinex are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.