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Trust Services
One common misconception is that a trust is only for people who are wealthy, when in fact, a trust can benefit anyone who has valuable possessions such as a vehicle, insurance benefits, financial accounts, jewelry, real estate etc.
In partnership with MEMBERS Trust Company, Parsons Federal Credit Union provides the professional Trust Services you need to help you make the right choices when planning your estate.
Take advantage of the free Knowledge to Plan webinars presented by experienced professionals. Each webinar is designed to give you a better understanding of issues that impact your financial well being and security. During the webinars you will be able to raise questions and request a personal follow up appointment or telephone call from your PFCU Trust Officer.
Why you should have a Trust:
- In the event you and/or your spouse are incapacitated by illness or injury
- Take care of surviving spouse
- Take care of children & grandchildren
- Save on taxes & expenses for your heirs and charities
- Plan charitable giving to support your favorite charities
Meet with your Parsons Federal Credit Union Trust Officer today for a free, no obligation consultation:
Pasadena, California Office:
Carol Gonzales
100 West Walnut Street
Pasadena, CA 91124
626-440-7000 ext. 344
Bellaire, Texas Office
Pat Nelson
6330 West Loop South
Bellaire, TX 77401
713-407-7200
Trust Services available through MEMBERS Trust Company, 14025 Riveredge Dr., Suite 280, Tampa, FL 33637. Nondeposit products are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union or any affiliated entity, and involve investment risk, including the possible loss of principal. 1-888-727-9191. Fax 813-631-9898.