Trust Services

At TCU Financial Group we believe that you work hard to acquire your assets and in order to manage them properly an Estate plan is essential. Estate Planning is an important piece of your personal financial strategy. When you take the time to plan your estate, you are really taking time to properly care for your dependents.

If you don’t have an estate plan, consider the following:

• Will you be able to provide for your beneficiaries?
• Have you considered the consequences of illness or disability?
• Do you have someone appointed to look after things? Does that person have the time, expertise and your best interest in mind to handle your wishes?
• Do you know how your assets are registered or designated? Have you designated the assets you can to the beneficiaries you wish?
• Have you developed a list of instructions for those responsible with handling your affairs when you are unable?

These are just a few questions that a Trust Services professional can help you answer. For more information or to book an appointment contact us today.

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