Often estate planning and decision making can be a stressful and complex endeavor. Our goal is to simplify your journey, and help you establish the right plan to protect your assets and put your mind at ease. To start the conversation, call us directly at 855-278-0198.
Fulfilling your wishes and settling your affairs in the event of your passing requires a trustworthy and expert partner. MEMBERS Trust has the knowledge and experience to help you develop a comprehensive personalized plan.
Trusts can help you grow, protect and preserve assets for you and your loved ones. MEMBERS Trust brings more than three decades of experience to the administration of trusts, so you can be confident your affairs will be managed as you have directed.
When the time comes to settle your estate, having a knowledgeable and impartial partner can smooth and simplify the process. MEMBERS Trust Company will handle filing of estate taxes, oversee administrative details and provide professional asset management.
Trust services offered through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not a deposit of any financial institution. The information contained herein is for educational purposes only and is not intended to provide specific investment, legal, or tax advice.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PenFed Wealth Management is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PenFed Wealth Management and may also be employees of PenFed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union or PenFed Wealth Management. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Credit Union Guaranteed||Not Credit Union Deposits or Obligations||May Lose Value|
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.