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Review some of these resources and documents to help you understand the basics.
June 22, 2022 Investing
A bear market is officially here thanks largely to stubbornly high inflation, which continues to be impacted by COVID-19, supply chain disruptions and Russian oil sanctions. As we navigate this economic instability, an inevitable question arises: How can we mitigate risk during these times of uncertainty?
February 08, 2022 Investing
Contributions to an individual retirement account made before April 18, 2022 can be claimed on your taxes, one of the few potential savings still available for the 2021 tax year — and a way to boost retirement income!
November 29, 2021 Investing
Here are the basics on preparing financially for your child with special needs. Let's explore the different considerations that your family may face over the years.
October 25, 2021 Investing
Everyone’s needs and circumstances are unique, which can make proper planning not only tricky, but often overwhelming. A Special Needs Trust can give you the piece of mind that your loved one will be taken care of.
September 16, 2021 Investing
It's important to know what pitfalls to avoid when planning your trust. Don't leave when, what and how your estate is distributed to chance!
August 09, 2021 Investing
A well-drafted estate plan will fall short without an honest, detail-oriented and fair trustee. Here are some important things to consider when working on your trust.
July 19, 2021 Investing
A living trust offers many benefits such as creditor protection, protection from taxes, protecting a minor, passing wealth outside a probate, Medicaid planning and more. How can a trust help you plan for your family's future?
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Select the title below to go to the Resource Document.
Trust and Trust Services
A will is not the only way. This brochure quickly reviews the benefits of a Trust, who would benefit from setting one up and why.
Revocable Living Trust FAQs
This FAQ document goes into more details about how Trusts work and the process in setting one up.
Settlement Trust Services
Life can change and so can expenses. A Settlement Trust helps guide the amount set aside in the trust to best fullfil the needs of the claimant, now and in the future.
You may be reluctant to leave a lump sum of money to a financially inexperienced loved one who is prone to irresponsible spending. A Spendthrift Trust may be a better option.
Special Needs Trust FAQs
It can be a challenge caring for a disabled loved one. A Special Needs Trust help that the beneficiary is financially cared for later in life or if people with special needs who want to preserve their own assets.
If you don't have a will or a trust, the State of Indiana decides how your estate will be distributed. The information below describes Indiana's inheritance procedures based on your marital status, and whether you have surviving children, parents or siblings.
The term “issue” simply means someone descended from someone else, such as a daughter or granddaughter. The term “personal property” in these diagrams refers to those items that have immeasurable or intrinsic value, such as an old piano or a collection of personal journals. Bank accounts, pensions, real estate, life insurance, and other financially measurable assets are included in the overall definition of the “estate.”
Trust services provided by MEMBERS Trust Company 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. MEMBERS Trust Company is a federal thrift regulated by the Office of the Comptroller or the Currency.
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