Estate Planning
Everyone Needs an Estate Plan
- Do you own real property?
- Do you have children?
- Do you want to decide who gets your hard-earned assets when you pass away?
- Do you have a loved one who is disabled, has special needs, or has substance use disorder?
- Do you want to decide who makes your medical and financial decisions when you can’t?
If you answered “Yes” to any of the above questions, then you need an estate plan. Please contact one of our Trust Officers today to schedule a meeting.
Firefighters First Credit Union Trust Services is here to protect you and your family. Estate planning can be complex, but we are here to help you navigate the process. Our Trust Officers will give you personalized assistance, answer your questions, and guide you to solutions that best fit your situation. In partnership with MEMBERS Trust Company*, we continue our mission to improve the financial lives of our fire family.
*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.
*Trust services are provided by MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency, Trust and investment products are not deposits of or guaranteed by the trust company, a credit union or credit union affiliate, are not insured or guaranteed by the NCUA, FDIC, or any other governmental agency, and are subject to investment risks, including possible loss.