My estate plan

It's very difficult to imagine leaving your loved ones behind, but it's worse to imagine leaving them unprotected. Estate planning is much more than a will. It provides information and strategies to:

  • Protect and support beneficiaries
  • Make critical, personal decisions
  • Control estate costs
  • Understand and reduce taxes
  • Fairly distribute assets

If you're interested in learning more about financial planning, please view our informative planning brochure PDF Document to discover how you're doing financially and how a planning professional can help.

Our financial planning professionals understand the hesitations involved in putting an estate plan into place. We're here to guide you through this vital process and leave you with a plan you can feel good about. We'd love to help you get started today.


Apply Now

Federal Continuance

For information on upcoming changes to DEPOSIT INSURANCE if we become a federal credit union, see our disclosure notice. Creditors who have concerns may contact Innovation Credit Union.

Caring Company