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Putting the Trust in a Special Needs Trust

There are many challenges associated with ensuring your loved one with special needs receives the help and support he or she deserves throughout his or her life. Your family will have medical expenses – expected or unexpected – and will likely need to approach certain aspects of day-to-day activity differently. The most notable issue is […]

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Father and son estate planning

Estate Planning: How to Avoid Potential Pitfalls

Estate planning is one of the most essential – if uncomfortable – topics to proactively discuss. While it addresses your mortality head-on, it’s the most effective way you can organize your assets for your family and beneficiaries. During this process, you must make clear decisions and work with a qualified attorney to ensure that your […]

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Illustration of a Trustee showing all things a Trustee handles

What is a Trust?

I receive more than a few questions as a senior trust officer at Members Trust Company. These questions range from the general, “What are trust services?” and “What are the benefits of a trust?” to the more specific, “How do I open a trust?” or “How do I choose the right investment management firm?” Usually, […]

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Exchange-traded Fund Trading: The Calm in the Eye of the Storm

Every day, there’s new information about the most recently discovered aspect of the coronavirus; its influence has spread across countries and impacted the global economy. While news outlets theorize about what this means for the market, Members Trust Company has experience with managing investments during difficult times. We rely on exchange-traded funds (ETFs) to manage […]

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The Importance of Selecting the Right Trustee

Life can change in an instant. I was only 22 years old when my mother passed away from cancer. My parents had divorced eight years earlier, so she had named me—her eldest daughter—as trustee and executrix of her estate. I was a full time law student at the time, but had no practical knowledge about […]

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Members Trust Company: Coronavirus Update

On March 11, 2020, the World Health Organization declared that the spread of SARS-CoV-2, the coronavirus that causes COVID-19, is officially a pandemic. This declaration follows clear evidence of community spread in several nations on multiple continents, initially beginning in China. In the months since Chinese scientists identified the virus, the scientific community around the […]

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Members Trust investment team sitting at small table

Members Trust Company – the Forbes #1 Top Performer in Managed Exchange-Traded Fund Portfolios

Many Americans trust credit unions with their savings and investments. Since 2014, the number of Americans using credit unions surpassed 100 million. For most people, the customer-centric approach and proven stability of the credit union structure are attractive when deciding where to bank. It makes sense, then, that credit unions should work with a company […]

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Jonnathan De Jesus working on computer

Python in the Performance Team, Part 1: Finding the Problem

The team at Members Trust Company (MTC) includes some of the industry’s most innovative players. Possessing a blend of financial experience, administrative acumen, and a plethora of specialized skills, they generate unique solutions that have far-reaching implications. Jonnathan De Jesus, Vice President, Senior Portfolio Manager, is one such example; he has already made a significant […]

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