You’ve worked hard to earn and grow your savings, investments and assets. Yet without proper estate planning, the goals you‘ve established may not be carried out.
To assist in your estate planning needs, your Credit Union now offers Trust Services through MEMBERS® Trust Company, as part of the existing financial planning services available through LifePlan Financial Services.
MEMBERS Trust Company provides a wide range of services including: Living Trusts, Testamentary Trusts, Estate Settlement, Custody Accounts, and Managed Investment Agency Accounts.
With a well-planned trust, your assets will be distributed according to your wishes, ensure your beneficiaries’ needs are met, and will not be subjected to unnecessary administration costs, legal fees or taxes.
Get peace of mind knowing your financial and estate planning goals can be achieved. Contact LifePlan Financial Planner, Anna Kamp at 314-657-9671 to discuss your personal situation and evaluate which trust services will benefit you.
*Trust services provided by MEMBERS Trust Company. Supervisory Office: 14025 Riveredge Drive, Suite 280, Tampa, FL 33637, toll-free (888) 727-9191. Trust 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. American Eagle Employees’ Credit Union and its American Eagle Credit Union Division are not subsidiaries or affiliates of MEMBERS Trust Company.