Whether you are a new home owner, a newlywed or are newly retired estate planning is important

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Estate Planning

Almost everyone has an estate,

protect it.

No matter if you have one account with $500 or multiple accounts with $5,000, estate planning is important.

We can help you properly plan and avoid some of the common estate planning mistakes.

Make sure your loved ones have immediate access to your accounts should something happen to you
Ensure your distribution wishes are met
Minimize taxes for yourself and your loved ones
Get the necessary estate documents like pour-over will, trusts, and powers of attorney*

Comprehensive estate planning for Michigan families

To benefit from these estate planning services, you'll need to take advantage of the Family Office, a sophisticated, comprehensive financial service. Credit Union ONE has partnered with the Hantz Group to offer you this all-inclusive approach to financial planning. Your financial consultant will work with a full team of specialists whose goal is to address the increasing complexities of managing financial needs in a constantly changing world. This approach is designed to help you reach your financial goals while saving you time, and reducing stress.

Your financial consultant will work with an estate planning attorney specialized in estate planning to prepare the necessary legal documents to support your wishes upon incapacitation or death. An adequate estate plan including financial and medical powers of attorney, a trust, and a pour-over will gives you more control over your assets and estate. This estate planning service helps to maximize the value of your estate and minimize the uncertainties of probate court.

Related resources

Frequently Asked Questions

Do you offer financial planning services?

The Hantz Group has partnered with Credit Union ONE to help our members with Financial Planning, Retirement, Education, Life/Long-Term Care Insurance, Taxes, Home and Auto Insurance, Estate Planning, Investments. We can assist members with focusing on their current and future financial needs.

Do you offer GAP insurance?

Yes, learn more about Guaranteed Asset Protection (GAP) insurance online. To apply for GAP insurance, contact Credit Union ONE at 800-451-4292 or visit any Credit Union ONE branch.

What is Hantz Group?

What are the benefits of financial planning services?

Do you offer CLCD Insurance?

Yes, learn more about Credit Life & Credit Disability Insurance online. Members should purchase both insurances for peace of mind. The Credit Life Insurance will pay off the loan in the event of a members untimely death. Disability Insurance will make the payments in the event the member becomes disabled.

Do you offer AD&D insurance?

TruStage is a third-party company that offers unique insurance coverage services to members of Credit Union ONE such as Accidental Death and Dismembermant (AD&D). Enrolling must be done by contacting TruStage directly.

Investment products are not insured by the NCUA; not a deposit or other obligation of, or guaranteed by Credit Union ONE; subject to investment risks, including possible loss of the principal amount invested.

* Legal services provided by outside legal counsel

*Investments are subject to risks, may lose value, are not guaranteed by any bank, or bank affiliate, and are not FDIC Insured. Legal services provided by outside legal counsel.

*Member FINRA/SIPC.

Information about SIPC and the SIPC brochure may be obtained by contacting SIPC at (202) 371-8300 or on their website at www.sipc.org.

Hantz Financial Services, Inc. is a subsidiary of Hantz Group. Insurance products offered through Hantz Agency, LLC, PLUS Agency, LLC, and Hantz Commercial Insurance Agency, LLC. Investment products offered through Hantz Financial Services, Inc.

** Investments are subject to risks, may lose value, are not guaranteed by any bank, or bank affiliate, and are not FDIC Insured. Legal services provided by outside legal counsel.

**Member FINRA/SIPC. Information about SIPC and the SIPC brochure may be obtained by contacting SIPC at (202) 371-8300 or on their website at www.sipc.org.

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