Estate planning

It's very difficult to imagine leaving your loved ones behind, but it's worse to imagine leaving them unprotected. Our Wealth Planners 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.

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

We will work with you to:

  • Gather data concerning assets, family needs, and desires
  • Identify special needs, concerns, or problem areas
  • Identify and calculate estate transfer costs

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.

We'd love to help you develop an estate plan as part of a complete financial strategy:


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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.

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