Understanding the Role of a Trust in Estate Planning

Did you know estate planning can help avoid probate, minimize estate taxes and provide maximum control over your assets? It’s important to have a plan in place that protects your assets and loved ones. Join us for an educational seminar that provides an overview of both living wills, trusts and probate.

LIVE OAK: RBFCU Auditorium, 1 IKEA-RBFCU Parkway, Live Oak, TX 78233

To RSVP or for more information, call 210-637-4117 or email trustservices@rbfcu.org. 

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 advisor. 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 2678352.1-0819-0921.