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Tax-Free Wealth Transfer

It's possible to create more wealth to pass along to your heirs while making it income tax-free. If you are in a position to transfer your wealth to beneficiaries, we can help you maximize its value.

Tax-Free Wealth Transfer

Creating a smart plan for your wealth transfer

When you're planning your estate and developing a strategy to transfer wealth, CFS Financial advisors at HawaiiUSA are here to assist. You can get more of out of your estate and turn $50,000 into $102,105 income tax-free* for your beneficiaries through the Liberty Life Insurance Estate Maximizer**. 

  • Minimize your heirs' tax obligations upon inheritance 
  • Instantly increase the value of your estate 
  • You get guaranteed return, at any time, of 100% of the funds you have deposited

If you'd like to schedule a complimentary wealth transfer consultation, please call (808) 844.8338, or (808) 872.1208 on Maui.

*For specific tax advice, please consult a tax professional.

**Liberty Life Insurance Estate Maximizer, 65 year old woman, example based on medical qualification.

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. HawaiiUSA Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.