Estate Planning Seminar
Concerned about your children's and grandchildren's future if something happens to you? Our September seminar is for you.
- Want to ensure they're provided for after your death?
- Have beneficiaries who are disabled, dealing with substance use, or not financially savvy?
- Assume your assets automatically go to your spouse or children?
- Named a minor or disabled beneficiary on assets like a retirement account?
Sign Up Today
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products 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 principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.
The information provided by this website and our Trust Services Department is not intended to constitute legal or tax advice regarding your situation; it is for informational purposes only. For legal or tax advice, please consult your attorney and/or accountant.