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Estate & Financial Planning
Estate and financial planning is essential to grow, protect, and preserve your assets. Establishing a trust as part of your estate plan allows you to use the legal tools and methods necessary to manage assets during your lifetime, if incapacitated, and upon death.
Now is the time to begin your estate plan — regardless of your age and financial status.
For more information or to schedule an appointment with a Trust & Investment Management Officer, contact us.
CEFCU Wealth Management is a marketing name used by CEFCU. Trust and Investment Services provided by MEMBERS® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Non-deposit products offered through MEMBERS Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee, Not a deposit of any financial institution.