Guidance and strategies to achieve your future vision.
Everyone can benefit from estate planning. You do not need to be wealthy to have an estate plan - you only need to have possessions or money, even the smallest amount, to be passed on.
Estate planning gives you control over the assets you want to leave to your heirs and beneficiaries, and includes having a plan to manage your health and financial decisions in the event you become incapacitated.
Affinity Trusts can assist with:
- Creating a plan to address your priorities, values, and family needs
- Trusts and inheritances
- Advance health care directives
- Self help planning options
- Personal message guides
- Notarized estate planning documents
- Letters of instruction for financial institutions
About Affinity Trusts
The Police Credit Union has teamed up with Natalie Spiwak of Affinity Trusts to bring members easy-to-understand estate planning information.
Natalie Spiwak is the Founder and President of Affinity Trusts. She has been educating the community about the importance of protecting and transferring their wealth quickly, privately and cost effectively for almost 15 years. Affinity Trusts proudly serves the estate planning needs of The Police Credit Union members, providing accessible educational seminars and delivering affordable Estate Planning documents (such as Living Trusts, Wills, Powers of Attorney, and Health Care Directives) prepared by experienced attorneys to its members.
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