Trust & Estate Planning
At Credit Union of Atlanta, we always take a personalized approach when it comes to our wealth management services. We stick by a 4-step process to provide you with the thorough evaluation and consideration you deserve. Learn more about our process here.
We have a strong belief at Credit Union of Atlanta that whatever you envision for your trust and estate is exactly what you should get. Unfortunately, with constant changes to tax laws, we know that this can be difficult to handle on your own.
Our experts constantly stay abreast of these regulations, and are able to advise you accordingly. And when we formulate a plan with you, it's through the lifetime of this plan. We will ensure that everything is carried out according to your vision for as long as it takes to fulfill that promise.
As with all of our custom plans, we make sure that everything is clearly discussed, keeping your questions and concerns as top priority. And we don't talk over your head at Credit Union of Atlanta—we talk to you. That's because we're here for you first and foremost.
Our Trust & Estate Planning services include the following:
- Legal References
- Trust Document Storage
- Wealth Transfer Analysis and Implication
- Charitable Giving
FOR MORE INFORMATION, Contact Lewis Peeples or Malik Lee at 404-658-6465 Ext. 124.
Or Visit our CUA Retirement & Investment Services office located at 670 Metropolitan Parkway, Atlanta GA 30310.
Tax and legal services offered in conjunction with qualified professionals. Securities America and CUA Retirement & Investment Services advisors do not offer tax or legal services.
Securities offered through Securities America, Inc., Member FINRA/SIPC, Malik Lee and Lewis Peeples, Registered Representatives. Financial Planning and Advisory Services offered through Securities America Advisors, Inc., Malik Lee, Financial Planner. CUA Retirement & Investment Services and the Securities America companies are separate entities.
NOT FDIC or NCUA Insured. Not Bank or Credit Union Guaranteed. May Lose Value.