Affinity Plus Investment Center
We believe banking should make your life easier and provide you the opportunity to achieve your dreams. When it comes to your estate, the following forms make your planning process even easier.
Select one or more primary and alternate agents to make healthcare decisions for you if you are unable or incapacitated.
A will controls only those assets that you leave behind titled in your name only and without a named beneficiary.
Select an agent called your “Attorney-in-Fact” to manage your financial affairs if you are incapacitated and unable to make financial decisions.
Name beneficiaries on any real property that you own within the state of Minnesota.
A trust allows you to plan for much more than simply the transfer of assets after your death.
Affirm your understanding of our Estate Planning advising and services.
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