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Life is constantly changing. Births. Marriages. Deaths. Divorces. Being prepared for those changes can bring peace of mind and protect your loved ones. It’s also one of the best ways to make sure your assets are handled according to your wishes down the road.
Or call us at 800-233-2328 ext. 5176
The BECU Trust Services team follows the credit union philosophy of People Helping People. With an average of 15 years' experience, our advisors know it's not just about money. It's about relationships with the people you care about. That focus on doing what's right extends to our fees, which are not only competitive, but also transparent. You'll always know exactly what it costs. No asterisks, no hidden fees, ever.
BECU Trust Services can act in a fiduciary capacity as your trustee, executor, investments manager or agent. We can also work with personal attorney and tax advisor on strategies to help optimize your assets today and make sure there's a smooth transfer of your wealth when the time comes.
Read more about our team of knowledgeable and experienced advisors and contact any of us directly to set up your complimentary consultation.
Chris joined BECU Trust Services in September of 2005, bringing with her 27 years of experience in client/member communications, resolutions and relationships.
Prior to joining BECU Trust Services, Chris worked in a number of roles throughout BECU. Chris is pursuing her CTFA designation and continues with her education to increase her knowledge and trends of the industry.Read more Read less
Jason R. Ritzenthaler joined MEMBERS Trust Company in 2005, and has been instrumental in developing innovative and successful investment solutions provided to our clients.
Jason graduated from Florida State University with dual degrees in Finance and Management Information. Starting his career in the Private Bank at Bank of America, Jason has over 15 years of experience in the trust and financial services industry. BECU Trust Services, partnering with MEMBERS Trust Company, is dedicated to offering our clients and members professional investment management services delivered with the highest of integrity adhering to the fiduciary standard you deserve.Read more Read less
Linda was instrumental in the formation of BECU Trust Services. With more than 17 years experience in operations, administration, probate and personal trust administration, as well as a working knowledge of real estate and bank collections.
Linda holds a BS degree in Business Administration and a Certified Trust and Financial Adviser designation from the Institute of Certified Bankers.Read more Read less
Mike joined BECU trust services in 2013 and has over 16 years of industry experience. In his role as Senior Trust Officer, Mike works to meet the unique financial needs of each individual client.
Prior to joining BECU Trust Services, Mike held Trust positions with BNY Mellon Wealth Management, The Trust Company of Washington and Pacific Century Trust (also known as Hawaiian Trust Company, ltd. and Bank of Hawaii).Read more Read less
Great question. Here are some of the top reasons people establish a trust:
To preserve family assets for future generations
Concerns over incapacity
Beneficiaries with unique circumstances (examples: disabilities, minor /elderly, issues with substance abuse or over-spending, pets)
Need to preserve eligibility for government benefits
Tax planning strategies
Desire to maintain flexibility & control of distributions for beneficiaries
Non U.S. citizen spouse
Desire to leave money to a charity
Desire for settlement assets with more flexibility (vs. structured settlement)
Ownership of properties in multiple states
A trust allows you to direct how your
assets will be handled after you die. If you're worried about how your wealth
will be distributed, or the financial and emotional issues your heirs may face,
you may want to consider creating a trust. A trust can:
Provide peace of mind
Minimize the burden on your heirs
Protect beneficiaries with special circumstances (disabilities, issues with substance abuse or
over-spending, minors/elderly heirs, pets)
Guard against family conflicts and inheritance issues
Help avoid probate
Reduce estate and income tax liability
Provide funds for education
Benefit charities you want to support
Or call us at 800-233-2328 ext. 5176
BECU Trust Services is a trade name used by MEMBERS(R) Trust Company under license from BECU. Trust services are provided by MEMBERS(R) Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and investment products are not deposits of or guaranteed by the trust company, a credit union or credit union affiliate, are not insured or guaranteed by the NCUA, FDIC or any other governmental agency, and are subject to investment risks, including possible loss of the principal amount invested.