IE 11 is a minimally supported web browser, and most experiences will not work optimally. Microsoft is not updating IE to keep up with the latest web technologies that allow us to provide the same online banking experience as with other web browsers.
LGE will not be able to assist with any degradation to IE 11-related online banking functionality, therefore we recommend updating your IE 11 browser to Microsoft Edge, Google Chrome, Firefox or Safari, to continue enjoying the safest and best possible online banking experience.
Whether your estate is large or small, there are issues to consider when creating an estate plan. Let our advisors help get answers to these questions.
What are my assets and what is their approximate value?
Where will my assets go when I pass away?
Who will take care of my finances when I am no longer able to do so?
Who should be responsible for taking care of my minor children if I become unable to care for them myself?
Who should make decisions on my behalf if I become unable to care for myself?
LGE Investment Group, available through CFS* can help you help your children and grandchildren. Here’s what we can do.
Discuss the different plans available and uncovering what’s best for your family: 529 Plans, Coverdell Education Savings Accounts, or UGMA & UTMA Custodial Accounts for Minors.
Answer questions frequently asked by grandparents.
Will Medicaid count my grandchild’s 529 plans as a part of my assets?
Can I access the money in the event of an emergency?
Can a 529 plan affect my grandchild’s chance of receiving Financial Aid?
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. LGE Community Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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