Estate Planning

So You Don't Have to Worry About What's Next

Arbor Financial has partnered with attorney Ryan Conboy of Kreis Enderle Hudgins & Borsos, PC to offer special pricing to our members on estate planning services. That covers things like wills, trusts, powers of attorney, health care powers of attorney, and more.

Having a plan in place can help ensure that your assets wind up where you want them to, protect your young children if the unthinkable happens, somewhat alleviate the tax burden on your surviving beneficiaries, and more. Your need can vary depending on your marital status, whether or not you have children, and myriad other factors.

Our lower Arbor Financial member rates for some of these services are as follows:
 

Package	Special Pricing for Arbor Members
Single Person Basic Will Package Simple will, durable power of attorney for finances, health care power of attorney	$800 (regularly $950)
Husband and Wife Basic Will Package Simple wills, durable powers of attorney for finances, health care powers of attorney	$1,050 (regularly $1,250)
Single Person or Husband and Wife Will with Testamentary Trust Package Will(s) containing contingent trust for minors, durable power(s) of attorney for finances, health care power(s) of attorney	$1,275 (regularly $1,500)
Single Person or Husband and Wife Probate Avoidance Trust Package Pourover will(s), probate avoidance trust(s) containing contingent trust for minors, durable power(s) of attorney for finances, health care power(s) of attorney, funding of trust(s)	$2,000 - $2,125 (regularly $2,350 - $2,500)
Husband and Wife Marital Deduction Trust Package Pourover wills, marital deduction trusts, durable powers of attorney for finances, health care powers of attorney, funding of trusts	$2,975 - $4,250 (regularly $3,500 - $5,000)

Anyone interested in these services can contact Ryan Conboy at 269.321.2345, or by email at rconboy@kreisenderle.com to set up a consultation.

Arbor Financial Credit Union members can also schedule free meetings with Wealth Management specialist Cory DenUyl. While you're here, you might want to consider opening a checking account. You'll get free access to more than 37,000 ATMs throughout Michigan and across the nation, plus fee-free access to Mobile Banking, Web Bill Pay and much more. It's easy to open your account online or switch your account to become an Arbor Financial member.