Estate Planning

Safeguard Your Estate

Preparing for important financial matters can be a complex and sometimes emotional process. Our experienced financial consultants can help guide and support you through the process.

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The main goal of estate planning is to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.

Estate planning* involves the will, trusts, beneficiary designations, powers of appointment, property ownership (joint tenancy with rights of survivorship, tenancy in common, tenancy by the entirety), gift, and powers of attorney.  

Here are 10 simple steps to an estate plan

  1. Know how much you are worth
  2. Understand estate taxes
  3. Create a will
  4. Set up a trust
  5. Determine health care directives
  6. Assign a financial power of attorney
  7. Protect your children's property by naming an adult guardian
  8. Fill out a beneficiary form for your financial accounts
  9. Consider life insurance
  10. Talk to an Brenix Credit Union Bank Investment Services professional

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