Estate Planning: What Everyone Needs to Know

Welcome to our "Estate Planning - What Everyone Needs to Know" seminar hosted by BECU Trust Services and presented by estate planning attorney's Marc Bateman and Elizabeth Bateman with Bateman Law Group, PLLC. Planning for your financial future is one of the most rewarding steps you can take for yourself and your loved ones. It's never too early to start, and it's always a great time to ensure you have a solid plan in place. In this enlightening seminar, we'll break down the essentials of estate planning and share why a Will is just the beginning of securing your legacy.

Key Takeaways include:

• Who Needs a trust and why
• Common Trusts and the problems they solve
• What happens if you die without a plan in place
• Choosing wisely when selecting a Trustee

Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, and involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice, please consult your attorney and/or accountant. Any opinions expressed are those of the presenter and do not necessarily reflect the position of Members Trust Company.

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