Estate Planning
Build a legacy that can last.
You have worked hard over the years to accumulate wealth, and may find it comforting to know that the assets you leave behind will continue to be a foundation for your family and loved ones.
Estate planning can be crucial part of financial planning, especially if you have goals that exceed your lifetime. At South Carolina Federal Investment Solutions, through CFS*, our financial advisors can assist you by coordinating with your legal and/or tax professional to help develop a plan for your assets that aligns with your values.