Estate Planning Basics with ATFCU

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Join us online to learn the basics of estate planning and secure your future with Austin Telco Federal Credit Union!

Estate planning can feel overwhelming, but understanding your options doesn’t have to be. In this session, Certified Financial Counselor Rett Lee will break down the essentials of estate planning from a financial institution perspective, including:

• Estate accounts vs. trust accounts — understanding the differences and which option may fit your situation
• Beneficiary designations vs. power of attorney — what each one does, and why both matter
• Required post-life documentation — what families need to have in order to navigate accounts and assets after a loved one passes

Whether you’re just starting to think about estate planning or want to make sure your paperwork is in order, this session will provide clear, practical guidance to help you plan ahead with confidence.