Saturday, November 7, 2009
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Estate Planning

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  How Much Should the Property be Insured for?  Understanding Trusts
  Replacement Value  Wealth Replacement Trust
  Other Insurance Issues  Qualified Personal Residence Trust
  Charitable Remainder Trust  Standard Policy Exclusions
  Qualified Terminable Interest Property Trust (QTIP)  Charitable Lead Trust
  Grantor Retained Annuity Trust  Charitable Gift Annuity

Estate planning is among the most complex in financial planning. Click on the links to the left to learn more about the basics of estate planning. Please note that the information in this section is not intended to replace the advice of an estate planning professional.

If you would like more information on LGFCU Financial Planning and Trust Sevices, please request a Trust Officer at 800.344.4846 or via e-mail at info@lgfcu.org.



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