RBFCU Trust Services

Preserve your family legacy for generations.

Whether seeking to manage your own assets, control how your assets are distributed after your death or plan for incapacity, a trust account can help accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose.

RBFCU offers trust services through Members Trust Company. RBFCU Trust Services program combines a complete trust offering, along with highly-trained professionals who are committed to adding value to the trust.

Educational seminars are available throughout the year.


Why choose RBFCU Trust Services?

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Strategic planning

Our professionals have the unique opportunity to offer objectivity, continuity and experience in trust administration. The goal is to provide a continuum of support, from the early years of wealth accumulation to the time when asset preservation takes priority and then as attention shifts to gifting, sheltering and distribution.

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Personalized service

RBFCU Trust Services professionals are available to discuss goals, expectations and concerns with their clients. By working with an professionals, clients can coordinate and assimilate all aspects of financial life to develop a customized, structured financial strategy. The right relationship and education can make all the difference.

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Shared resources

There are several steps to ensure proper estate planning, including, but not limited to, wills, trusts, and powers of attorney. RBFCU Trust Services, along with a network of attorney partnerships throughout our footprint, can provide financial education and legal services to ultimately help lead to better financial decisions.


Meet our Wealth Management Professionals:

John Rodriguez
Amanda Ramos

Check the background of these investment professionals on FINRA’s BrokerCheck.


Have questions? Contact us:

Calculators

  • What option is best for estate planning?

FAQs

  • Why create a trust?

    Trust accounts can be used for many purposes, including to:

    • Reduce estate taxes
    • Support a beneficiary in need of special care
    • Control your assets and how they are distributed
    • Avoid the expense and delay of probating your will
    • Preserve assets for your children until they are grown (in case you should die while they are still minors)
    • Create a pool of investments that can be managed by professional money managers for your beneficiaries
    • Set up a fund for your own support in the event of incapacity
    • Shift part of your income tax burden to beneficiaries in lower tax brackets
    • Provide benefits for charity

     

RBFCU Investments Group LLC is a wholly-owned subsidiary of RBFCU Services LLC. RBFCU Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU). Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment professional. CBSI is under contract with the financial institution to make securities available to members. Trust services available through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-3020051.1-0320-0422