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Estate Planning Made Simple

ESTATE PLANNING

NASA Federal Credit Union has partnered with Trust & Will - the most trusted name in online Estate Planning.

Create a customized and affordable Estate Plan to help ensure your children, pets, assets, future and legacy will be handled the way you want. It's easy, quick and will leave you with peace of mind. Get 10% off a customized Estate Plan, just for being a member of NASA Federal Credit Union!

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Select to Learn More about Trust & Will

With an Estate Plan you can:

  • Nominate guardians for your minor children and pets
  • Select beneficiaries to receive specific assets
  • Complete your healthcare documents - including selecting a power of attorney
  • Specify your final arrangement wishes
  • Minimize future expenses and reduce estate taxes
  • Avoid probate (with a Trust-Based Estate Plan)
  • Give yourself and your family peace of mind knowing you have a plan in place

Not sure which plan is right for you? Check out some of these helpful articles:

 

Select Contact a LPL* Financial Advisorto speak to a Financial Advisor at NASA Federal to help you ensure your legacy. Call 301-249-1800, ext. 314.

*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. NASA Federal Credit Union (NASA FCU) and NASA Federal Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using NASA Federal Investment Services and may also be employees of NASA FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of NASA FCU or NASA Federal Investment Services. Securities and insurance offered through LPL or its affiliates are:


Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

 

NASA Federal Credit Union members will receive a 10% off discount on Estate Planning services including Trusts, Wills and Guardianships. No promo code required, the 10% discount is automatically applied at checkout to the initial purchase of any Guardian, Will, or Trust-based estate plan.

  1. Personal Banking
  2. Financial Planning
  3. Estate Planning
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