SMART MONEY MOVES

Free Financial Articles from Our Trusted Wealth Partner, LPL Financial

At Central Willamette Credit Union, we believe smart financial decisions start with the right knowledge. That’s why our wealth management program is powered by LPL Financial, one of the world’s leading financial institutions. Together, we bring you Smart Money Moves — a series of free, easy-to-read guides released every other month.

Each guide is designed to help you navigate important financial topics with confidence, no matter where you are on your financial journey. Whether you're planning for retirement, saving for college, or simply trying to better understand your money, these quick reads are packed with valuable insights, without the jargon.

This Month’s Guide:

Planning for Your Estate Taxes, Now and Later

Estate planning isn’t just about deciding who gets what, it’s also about making sure your loved ones aren’t left with unnecessary tax burdens. In this month’s Smart Money Moves article, we break down the basics of estate taxes, how different assets are taxed, and why it’s important to coordinate your plans with a professional. Whether you’re just starting to think about your legacy or updating your plans after a life change, this resource will help you make informed decisions to protect your family’s future.



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You’ll also have the option to request a conversation with a licensed financial advisor from our wealth management team—only if you choose.

  • Your information will only be used to provide the guide you request.
  • If you request it, your contact details will be shared with a wealth management partner for follow-up.
  • Each guide has its own form, so you’ll only receive information on topics you select.


Want to learn more about our wealth management services? Explore our Wealth Management Solutions

Disclosures: Investment and insurance products offered through LPL Financial are not NCUA insured, not credit union guaranteed, and may lose value. For more information, please see our Wealth Management page.