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Connections - Summer 2008
Trusts Can Be Valuable Wealth Management Tools

There are probably about as many misconceptions about trusts as there are types of trusts. Although many people believe trusts only help those with considerable wealth, in reality a trust can be a valuable tool in your total wealth management strategy through all the stages of your life.

If your estate planning goals include guarding your family’s financial security, preserving your wealth, supporting your favorite charity or creating a legacy for your loved ones, the professionals at MEMBERS^® Trust Company can help. Whether you need a trust to protect a family member with special needs, an incentive trust to motivate a child or grandchild, or a credit shelter trust to protect the assets of a surviving spouse, MEMBERS Trust can help you plan for the future while providing peace of mind today.

MEMBERS Trust is a national company owned by Ent and other credit unions across the country. We offer a full line of trust and investment management services to members as well as the entire Front Range community through a solid partnership built on the credit union tradition of superior value, personalized service and one-on-one management.

Paula Pollet, Vice President and Certified Senior Advisor, has spent more than 35 years serving the personal trust and estate administration needs of the Colorado Springs community. Her experience also includes investment management, foundation management and fiduciary risk assessment. Contact Paula at (719) 550-6414, 800-525-9623 ext. 6414, or PPollet@Ent.com to schedule a complimentary consultation about your trust and estate planning needs.

Steven E. Post, Senior Investment Officer and CFP^®, specializes in investment portfolio management. He has more than 25 years of financial services and investment management experience, including serving clients in the Pikes Peak region. Contact Steve at (719) 550-6411, 800-525-9623 ext. 6411, or SPost@Ent.com to schedule a complimentary consultation about your trust and investment management needs.

Non-deposit investment products offered through MEMBERS Trust Company are not deposits of or guaranteed by the trust company, Ent Federal Credit Union or credit union affiliates, are not insured or guaranteed by the NCUA, FDIC or any other governmental agency, and are subject to investment risks, including possible loss of the principal amount invested. Trust services provided by MEMBERS Trust Company, a Federal Thrift chartered by the Office of Thrift Supervision. MEMBERS Trust Company cannot offer legal advice or prepare custom legal documents.