NOTICE: Our San Francisco branch is now open! With this reopening, all 10 branches are open to serve you. We continue to observe state safety protocols in our branches. Please remember you can also bank with us online or through our Tech CU Virtual Branch. Click here for branch locations and hours.

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  • Estate Planning

    An estate plan is an important piece of your financial planning portfolio. We can help you plan and help ensure your wishes are honored.

    Estate planning involves not only the planning, preservation and transfer of your financial assets, but also the protection of those assets to help maintain financial security for your loved ones.

    It is vital to have a estate plan in place regardless of your net worth. It helps to ensure that your family is taken care of according to your wishes, in an orderly way, and that your financial goals are met in the event of your incapacity or death.

    It is usually best to start with an inventory of your assets — which can include investments, real estate and insurance policies.

    When putting together an estate plan, you’ll want to think about the potential impact of both federal and state taxes.1 Trusts can be structured to serve a variety of purposes, and can reduce your estate and gift taxes while permitting assets to be distributed to your heirs without the cost, delay and publicity of probate court.

    Contact Us Today

    For more information, call us at (800) 851-8549, set up an appointment or use our contact form. You can expect a response in the next 24 hours.

  • 1For specific tax advice, please contact a qualified tax professional. Neither LPL Financial nor any of its representatives may give tax advice.

    *Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Technology Credit Union (Tech CU) and Tech Financial Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Tech Financial Management, and may also be employees of Tech CU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Tech CU or Tech Financial Management. The Tech Financial Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.

    Securities and insurance offered through LPL or its affiliates are:

    Not Insured by NCUA or Any Other Government Agency

    Not Credit Union Guaranteed

    Not Credit Union Deposits or Obligations

    May Lose Value

     
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