Estate Planning Basics

Take control of what happens to your property, preserve assets, avoid disputes, and know that you have made your wishes clear.

Please join us as we discuss estate planning basics with Edward R. Cainglit, Attorney at Law at Oak Crest Law Group. Key topics will include: Living Trusts, Wills, Advanced Healthcare Directives, Power of Attorney, and Grant Deeds.

Travis Financial Services, Travis Credit Union and LPL Financial are not affiliated with Edward R. Cainglit nor Oak Crest Law Group.

About LPL Financial:
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. Travis Credit Union and Travis Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Travis Financial Services and may also be employees of Travis Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Travis Financial Services. Securities and insurance offered through LPL, or its affiliates are:

Not NCUA insured, not Credit Union guaranteed, not Credit Union deposits, may lose value.

Travis Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit:
https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code.

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