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A trust is an estate-planning device involving the transfer of property from a person to a trustee for the benefit of one or more beneficiaries. A common misconception is that trusts are only for people who have the big bucks — when, in fact, they can benefit anyonewho has basic yet valuable possessions such as a vehicle, insurance benefits, financial accounts, jewelry or real estate.
PFCU feels strongly about finding and providing quality services to benefit our unique members — especially those services through companies that hold the same high values that we do. We are proud to be partnering with Members Trust Company, offering valuable, professional trust services to make smart choices when planning your estate.
Trust Services that are available include: Estate Planning and Administration, Wealth Management and Transfer Strategies, Retirement Accounts and Planning Services.
You should considering setting up a Trust:
You can also take advantage of 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 wellbeing and security. During the webinars, you’ll be able to raise questions and request a personal follow-up appointment or telephone call from your PFCU Trust Officer.
Meet with your Parsons Federal Credit Union Trust Representative today for a free, no obligation consultation!
Pasadena, California Office
100 West Walnut Street
Pasadena, CA 91124
626-440-7000 ext. 344
Bellaire, Texas Office
6330 West Loop South
Bellaire, TX 77401
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.