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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
  • Potentially reducing 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 complimentary planning session, connect with one of our Financial Professionals, or contact us at 603-629-1524.

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Representative is neither a tax advisor nor attorney.  For information regarding your specific tax situation, please consult a tax professional.  For legal questions, including a discussion about estate planning, please consult your attorney.

*St. Mary's Financial Services professionals are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

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