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.

Do you want to get the most out of your investments? Are you looking for ways to diversify while still achieving your desired investment objectives?

We are pleased to share the MTC Market Insights which offer our monthly and quarterly investment perspectives on economic and market developments.

We are pleased to share the MTC Market Flash, which offers timely investment perspectives on notable headlines and market developments.

We are pleased to share the MTC Market Musings commentaries which will offer our thematic investment perspectives on economic and market developments.

When it comes to safeguarding your assets and securing your legacy for future generations, an irrevocable living trust is one of the most effective tools in estate planning. By setting up an irrevocable living trust, you can retain control over your assets while protecting them…

Planning for the unexpected can make a huge difference for you and your loved ones. A will is an important estate-planning tool. By using a will, you can name the people who will receive your assets when you pass.

Foundations are unique entities that can provide a powerful way for families to share their values through

Equity markets were mixed in January, as the S&P 500 was up +1.68%, US small caps -3.95%, US mid-caps -1.71%, international

Tax exemptions are an important aspect of tax planning that can greatly benefit individual taxpayers.

As the custodians of a family’s philanthropic vision, trustees bear a distinctive responsibility.

Los Angeles— January 18, 2024 — Members Trust Company (MTC), a nationally chartered

Blended families can present unique challenges when it comes to estate planning. With children, stepchildren, ex-spouses

As the end of the year approaches, it’s a great time to review your estate planning documents and tax strategies.

Creating a special needs trust allows for the distribution of funds to benefit your loved one without jeopardizing

Are you looking for peace of mind that your estate will be handled properly after you’re gone?