Page 11 - Belco Connections - March 2019

Think about consolidating your “stray” retirement and/or bank accounts.
This could make one of your lists a little shorter. Consolidation means fewer account
statements, less paperwork for your heirs, and fewer administrative fees to bear.

Let your heirs know about the causes and charities that mean the most to you.
Write down the associations you belong to and the organizations you support.

Select a reliable executor. That person should have copies of your will, power of
attorney documents, health care proxy or living will, and any trusts you create. In fact,
any of your loved ones referenced in these documents should also receive copies of
them.

Talk to the professionals. Do-it-yourself estate planning is not recommended,
especially if your estate is complex enough to trigger financial, legal, and/or emotional
issues among your heirs upon your passing.

Jessica Aquiler & Eric Pasquini at Belco Retirement & Investment Services may
be reached at 717-720-6220.

https://CBSinvestorconnection.com/Advisors?cuid=03701254

This material was prepared by MarketingPro, Inc., and does not necessarily represent the views of the presenting party, nor their
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not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.

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FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under
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