Legal Karma discusses the importance of protecting your family and assets through estate planning as part of SDCCU’s Financial Wellness Wednesdays

SAN DIEGO, Calif., (November 6, 2024) – San Diego County Credit Union® (SDCCU®), one of California’s largest locally-owned financial institutions, has partnered with Legal Karma to present an estate planning webinar Wednesday, November 13, 2024 from 12:00 – 1:00 p.m. (PT). This free webinar is open to the public, but virtual seating is limited and reservations are required. For more details or to register, please visit sdccu.com/fww.

The presentation will discuss the importance of estate planning, taking a deep dive into what estate planning entails, different tools used in estate planning including wills, trusts, powers of attorney and health care directives, as well as the benefits that result from having an estate plan. 

“SDCCU is pleased to partner with Legal Karma to bring the important topic of estate planning to the members of our community,” said Teresa Campbell, SDCCU president and CEO. “No matter your financial situation, estate planning is a critical part of a comprehensive financial plan.”

According to a 2024 Wills and Estate Planning Study, only 32% of Americans have a will, many citing they don’t believe they have enough assets to need one. This common misconception leaves many people unprepared as wills address much more than the handling of financial assets.

This webinar is part of Financial Wellness Wednesdays, an ongoing program hosted by SDCCU to help provide the community access to free financial wellness information. For a complete list of upcoming Financial Wellness Wednesday presentations, visit sdccu.com/fww.
  
SDCCU is one of the nation’s top credit unions and was ranked a top credit union in California in 2024 by Forbes. SDCCU proudly serves the financial needs of customers in Southern California counties, including Imperial, Los Angeles, Orange, Riverside, San Bernardino, San Diego, San Luis Obispo, Santa Barbara and Ventura. SDCCU has more than 428,000 customers and 30,000 surcharge-FREE ATMs. SDCCU provides breakthrough banking products that meet the demands of today’s lifestyle and delivers banking services that save customers money. SDCCU is leading the way, offering FREE Checking with eStatements, SDCCU mobile banking, mortgage loans, auto loans, Visa® credit cards and business banking services. Federally insured by NCUA. Membership required. Equal Housing Opportunity. NMLS #580585. For more information, visit www.sdccu.com.