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Have you completed your estate planning?

Only two things are certain in this life, as they say. No one escapes death, but you can escape a messy legal situation with proper estate planning. Ensure that your assets will pass to the people and causes you care for the most. 

Estate planning involves all preparations related to the transfer of one's estate after an individual passes away. Assets, pensions, real estate, vehicles, personal belongings, life insurance, and debts are all part of an individual's estate. 

Estate Planning Basics: A TIAA Webinar

A fantastic opportunity to learn where to start planning, along with basic components and strategies, is available for CU employees. Denise Lambert, CFP, and Daniel Bollini, wealth planning strategy directors with TIAA's Individual Advisory Services, will be hosting a webinar covering the basics of estate planning from 10 - 11 a.m. (MST) May 21. 

Topics covered include:

  • Basic planning documents
  • Asset ownership considerations
  • Beneficiary designations
  • Estate tax planning

Register today


Interested in other TIAA Financial Essentials webinars?

Check out all of the available webinars at All webinars are available to view for 30 days after they are initially presented. 



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