Are you looking for peace of mind that your estate will be handled properly after you’re gone? With careful estate planning strategies, you can save your beneficiaries from costly probate proceedings and provide them with more of their inheritance.
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Business owners devote countless hours and resources to grow a successful enterprise. However, it is equally important to plan for the future of your business. Business succession planning ensures continuity and longevity by providing a smooth transition of ownership, management, and assets to the next generation or designated beneficiary.
TAMPA— August 14, 2023 —Today, Members Trust Company (MTC), a nationally chartered trust and investment firm owned by credit unions, announced the election of Jeff Stokes and Robert Moser to its board of directors.
Are you a credit union executive looking for an efficient and effective way to support your charitable giving strategies? A Charitable Donation Account (CDA) is an investment account that grants credit unions special investment capabilities while supporting their donations to foundations and charities.