Estate Planning

You work hard during the course of your life to acquire wealth and you want to ensure that your loved ones are provided for and protected. An effective Estate Plan looks to identify and consolidate assets and to properly prepare a plan and “Will” to transfer your wealth to your loved ones, before and after death.

Estate Planning at TCU Wealth Management is designed to review your current financial situation, personal information, goals and objectives in order to determine how that might impact the transfer of your wealth to loved ones. Proper Estate Planning and Will Preparation can provide for, and protect, the ones you love.

TCU Estate Expert Georeganne Bourget talks with CTV about the value of having a proper will and power of attorneys in place.

Please call one of our TCU Wealth Management Estate Planners (1-877-828-4343), book an appointment online, or visit one of our convenient office locations to get more information on our estate planning services.


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