Prepare a Will
Trust Services - Preserve Your Assets
You need a plan for your estate no matter how little or how much money you have. Estate planning is not just for the wealthy. Todays tax laws are complex and often confusing. Avoid making costly and time-consuming mistakes and speak with a professional, trusted advisor.
Documents everyone needs to consider
There are three basic documents that every competent person over the age of 18 should consider as part of a basic estate plan:
- Will
- Living Will / Healthcare Directive
- Health Care Power of Attorney
Members®Trust Company*
Beyond these basic documents, your financial situation may call for a solution that only a trust can provide. Our Trust Officer can work with you, your attorney and our trust partner, Members® Trust Company, to provide asset management within your specific trust.
*Trust services provided by MEMBERS®Trust Company. Trust products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity and involve investment risks, including the possible loss of principal. This is for information purposes only and is not to provide tax or legal advice regarding your situation. For tax or legal advice, please contact your tax or legal professional.
Contact a Trust Officer to learn more
Toll-free: 800.344.4846
In Raleigh: 919.755.0534
E-mail: financialplanner@lgfcu.org
