Members Trust

Warren Federal Credit Union has partnered with a select group of credit unions nationwide, Warren Federal Credit Union owns MEMBERS Trust Company — a federally-chartered trust company that currently provides a full complement of personal trust services to its members in 9 states. These credit unions, whose combined assets exceed $50 billion, share more than a financial interest in MEMBERS Trust Company. They also share a common mission — to deliver trust services with “your best interest” as its core principle.

Estate Planning, it's a process everyone with assets – and beneficiaries – needs. It involves looking at what you own, deciding to whom you wish to give some or all of it, and determining the best way to accomplish that distribution in a timely fashion and with the least tax impact on those you've chosen to include in your trust. As for the “why” you need Estate Planning, the answer is simple: today's tax laws are complex and often confusing. To avoid making costly and time-consuming mistakes, it's a good idea to have a professional, trusted advisor. That being said, here are some Estate Planning basics.

Expert help is close at hand
MEMBERS Trust Company recognize that many of you, especially those with higher net worth and specific financial objectives, may be in a situation similar to or even more potentially disruptive than this. We also know that many of you may not be aware of just how vulnerable you are. MEMBERS Trust Company has a highly experienced trust and investment professional, Dick Cuthbertson – a Trust Officer with over 25 years of experience, who will work directly with you to provide customized management of your assets. Our office is located in at the Yellowstone Branch.

  Dick Cuthbertson
  Vice President/Trust Officer
  307.432.5865 or toll free 800.368.9328 ext. 5865
  dcuthbertson@warrenfcu.com

Trust services provided by MEMBERS Trust Company. Trust products 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 principal.

What is a Trust?