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You've worked hard to build wealth. Now it makes sense to take steps to make sure your money and property ends up in the right hands.
Estate planning is not as simple as having a will. You should consider creating a detailed plan about how your assets are managed now, and how they are to be distributed upon your passing. At TCU, we'll sit down with you and take the time to understand your short-term objectives and long-term goals.
This information is not designed, meant, nor does it constitute the rendering of legal or tax advice. You should consult with your attorney and/or tax advisor before implementing any strategy discussed here. Trust services provided by MEMBERS Trust Company are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principle. MEMBERS Trust Company is a federal thrift regulated by the Office of the Comptroller or the Currency.
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