Have you created a will, trust and/or an estate plan? presented by Patelco Credit Union
The reason an estate plan is so important is that without it, your assets can wind up in legal limbo for years. This can put an unnecessary burden on your heirs and other family members who are left to deal with sorting out your finances. Besides making sure your assets get to the people you choose, planning can help minimize income, gift and estate taxes, too. Without an estate plan, and specifically a will, the laws in your state will determine what happens to your possessions, and the courts will decide who gets custody of your children. Join Patelco Credit Union and learn more about the importance of estate planning.
*Be on the lookout for our Spring 2024 lineup of financial literacy workshops!*
The 2023-2024 Financial Literacy Workshop Series was designed by CCSF's Professional Development Committee (PDC) and Office of Student Equity (OSE) in community with our partners/sponsors to bring financial literacy, education, and planning opportunities to our CCSF employees. These sessions are free, and covers a range of financial topics to support employees and their families’ financial wellbeing.
