Trust is a powerful thing

TRUST

Frankenmuth Credit Union helped form Credit Union Trust so that members would have access to trust and estate services from an accessible, reasonable, and knowledgeable source. Credit Union Trust’s products and services help individuals, families, and communities grow, protect, and preserve what matters most. We help safeguard assets and ensure that they are distributed according to your wishes. We are also there when life leads to the need for a change in your plan.

Valuable services for:
Complex family relationships
Concerns about Incapacity
Loved ones with special needs
Significant charitable interest
A family owned business
A desire to change their Trustee
The need for a new plan
The need for a better plan
everyone needs a plan

Everyone needs a plan. Our team assists you with a variety of needs, including estate planning, investments, insurance, and retirement accounts.

KATHLEEN MCGRAW

Kathleen McGRaw

Personal Trust Advisor

Helping Is in our nature

Learn more about wills, trusts, estate planning, and how to select representatives that will best serve your interests and needs. Our goal is to help more people make informed life decisions that give them more control and bring increased peace of mind.

Let us help you separate truth from fiction with a guide to common Myths and Misconceptions.

1
Common reasons for creating a trust

Understand more about the reasons for creating a trust from an experienced Estate Planning attorney who has worked with Credit Union Trust.

2
Your Investment Journey

Uncertainty has been a common theme recently, particularly with the challenging and historic pandemic affecting so many people. We have been encouraging individuals and families to take control of what they can—ensuring that they have a solid plan in place for their future—despite being surrounded by things they can’t control.

3
What is a Trust?

What is a Trust? Watch this short video from Credit Union Trust to learn more.

4
How is a Trust like a candy jar?

Comparing a trust to a candy jar? It is actually a great way to help you understand how trusts work and why they are so valuable.

5
Choosing the right Trustee

When it comes to planning for the future, there is a decision to be made that is just as important as “who gets what.” That decision? Who will represent your interests, maximize your assets, and distribute everything according to your wishes. That’s why it’s vital to understand the role of a Trustee.

6
Staffing your Estate Plan

Like a business, there can be several essential roles in most estate plans; Agent Under Durable Power of Attorney, Health Care Agent, Personal Representative, and Successor Trustee are the most common. Each of these has unique duties and responsibilities as defined in the estate plan documents and the state laws on Probate and Trust matters.

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