Grand Rapids

Estate Planninginactive


Estate Planning

For many of us, estate planning is a task we avoid for too long, and sometimes, until it’s too late. Estate planning doesn’t have to be a gloomy process, in fact, it’s often quite fulfilling to know you taken the necessary steps to take care of your loved ones. Without an estate plan, could leave personal decisions concerning your assets to be determined by the state in which you live, leaving your beneficiaries to face possible legal obstacles and unwelcome tax burdens. Our Estate Planning Seminar will explain the process and how you and your family can most effectively navigate it.


 

NCUA Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government.

 

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While the DFCU Financial Board of Directors intends to pay Cash Back every year, and has done so since 2006, Cash Back is not guaranteed and will depend on our financial performance and other factors. Annual Cash Back payments are limited to an aggregate of $25,000 for each tax-reported owner. The IRS requires that Cash Back for an IRA be paid to the same IRA account, and that it be open when Cash Back is deposited. Cash Back to Business Banking members is subject to additional terms. Anyone who causes DFCU Financial a loss for any reason is not eligible for Cash Back.