Teachers Credit Union
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Trust Services



TCU Trust Services offers a comprehensive array of wealth management services tailored to meet the specific financial needs of our members. We provide a full range of personal trust services, including asset management, wealth management, estate settlement, guardian of property and estate planning assistance. Trust Services can provide protection and asset management now and after your death, which is important for you if you become incapacitated or have beneficiaries who are inexperienced or ill-equipped to handle an inheritance.

For more information contact a TCU Trust Officer


Meg Loitz, J.D.                       Chris Eberly                          Randy Tarter, CFP
(574) 245-4735 Ext 5153       (574) 245-4735 Ext 5832      (317) 268-3426 Ext 5306
807 E Jefferson Blvd.
South Bend, IN  46617

Trust Services are provided by MEMBERS Trust Company.


Trust Newsletter

Click HERE to view the Spring 2015 Trust Newsletter
Click HERE to view the Winter 2015 Trust Newsletter

Knowledge to Plan Webinar Series

Our "Knowledge to Plan Webinars" are designed to provide you with a better understanding of issues that impact your financial well-being and security. Enhanced knowledge and understanding leads to better financial decisions and helps you avoid costly mistakes. Our Webinars are presented by experienced professionals including attorneys and investment charterholders of the prestigious CFA designation. At each Webinar, you will be given the opportunity to raise questions, and to request a personal follow-up appointment or call from one of our experienced trust and investment officers. Click here for dates and times.


Indiana Inheritance Tax

On May 8, 2013, the Indiana inheritance tax was repealed for those dying AFTER December 31, 2012. Therefore, for those dying AFTER December 31, 2012, no inheritance tax returns (Form IH-6 or IH-12) have to be filed. No inheritance tax has to be paid. No Consents to Transfer (Form IH-14) have to be prepared or processed. Inheritance tax is still in effect for those dying BEFORE 1/1/2013.



Click here for information on Indiana Inheritance Tax.


This information is not designed, meant, nor does it constitute the rendering of legal advice. You should consult with an attorney and tax advisors before implementing any strategy discussed here.

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, involve investment risks, including the possible loss of principle.



Any links to external websites are links to alternative sites not operated by TCU. TCU is not responsible for the content of the alternate site. The privacy and security policies of the alternate site may differ from those practiced by TCU. TCU does not represent you or the third party if you enter into a transaction with the third party.

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