COVID-19 Response

For the latest information about our operations and measures we are taking, please visit our COVID-19 Response page.

June 2021 - Webinar - Estate Planning

Date: Friday, July 16, 2021
Time: 1:00 PM
Location: Zoom Webinar

Join us online on Friday, July 16, 2021 at 1:00 PM to learn about Estate Planning strategies for U.S. Citizens, Permanent Resident and G-4 Visa Holders. Understand the role of Estate Planning documents and protecting your assets and your loved ones with Wills and Trusts. The webinar will be presented by Nicholas M. Fobe, Esq. from Verstegen & Fobe.

 Topics will include:

  • Consequences of not having an Estate Plan
  • Role of Estate Planning documents
  • How to avoid probate
  • Difference between Wills and Trusts
  • How to fund trusts with US financial assets
  • How to deal with foreign assets
  • How to minimize Estate Administration costs

Register Now

* External speaker(s) are invited to present at Financial Seminars by Bank-Fund Staff Federal Credit Union (BFSFCU). BFSFCU receives no compensation. BFSFCU does not endorse, recommend, or favor any views expressed, or products or services offered by these presenters. Any views or opinions expressed, materials or information provided are solely those of the speaker and provided for informational purposes only. BFSFCU does not provide tax, legal or investment advice. Your situation may vary, please consult your own advisor.