Estate Planning Seminar

What will happen to your children and grandchildren if something happens to you?

  • Do want to provide for your children or grandchildren when you pass away?
  • Do you have children or beneficiaries who:
    • Are disabled?
    • Have substance use disorder?
    • Are not good with money?
  • Do you believe your assets and property automatically pass to your spouse or children?
  • Have you named a minor child, young adult child, or disabled beneficiary on any asset such as your retirement account?

If you answered “yes” to the questions above, our January Seminar will provide you with invaluable information.

Upcoming Seminar Times

Wednesday, January 29th at 10:00 AM Pacific Time
Thursday, January 30th at 10:00 AM Pacific Time

Register Now

 

Estate Planning

 

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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.