Let’s create a plan that allows you to accomplish your goals while protecting what matters most.
- Plan for the Future
- Protect Beneficiaries
- Make Charitable Contributions
- Provide education on estate planning (Trusts, Wills, Durable Power of Attorney).
- Review your existing plan to ensure it accomplishes your goals.
- Make sure your assets are titled appropriately so that your plan will work.
- Offer suggestions to update your plan as changes in the laws and/or taxes occur.
- Ensure your trust provides for your intended beneficiaries.
- Include your favorite charitable organization in your plan.
Wealth services are offered through Isabella Bank. Most wealth products are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risk including possible loss of the principal amount invested. Isabella Bank and its representative do not offer legal or tax advice. Please consult an independent tax advisor or attorney for more information.