Where
This is an online event.Contact
Elizabeth Wendt
Alliant Retirement and Investment Services
773-462-2380
investment-services@alliantcreditunion.com
Estates and Trusts Planning
Estate and Trust Planning Isn’t Just for Retirees.
Planning for your estate is very important to your financial plan, and has a major impact on who receives your assets upon death and who will control the process of handling your estate. Major topics discussed include:
- What is an estate?
- Why set up a trust?
- Different types of trusts
- Estate planning
Information is also provided about power of attorney, living wills, final wills and testaments, so that you’ll be informed about all the estate planning essentials.
Presented by:
Krystian Cieplucha, CFA
Financial Consultant - Alliant Retirement and Investment Services
Special Guest:
Brian Chew
Founder and Principal - OC Wills and Trust Attorneys
Brian Chew, the managing partner of the firm, has extensive experience in the areas of estate planning, asset protection planning, business succession planning, long-term care planning, and veterans’ benefits. By devoting his practice to estate planning matters, he has founded a firm that strives to provide exceptional service to their clients by working closely with individuals and their families to create comprehensive and customized estate plans. For the past twenty five years, Brian has served thousands of clients in the matters of estate planning and business law.
Born and raised in the San Francisco Peninsula, Brian received both his undergraduate and law degrees from the University of Southern California. Brian is an accredited attorney with the Veterans Administration, and is a member of the Academy of Veterans Administration Pension Planners, State Bar of California Trusts and Estate Section and Orange County Bar Association.
This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
Krystian Cieplucha is a registered representative with, and 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. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS. Securities and insurance offered through LPL or its affiliates are:
CA Insurance Lic# 0H27312
Alliant Retirement and Investment Services, OC Wills and Trust Attorneys, and LPL Financial are all separate entities.