It's one of the most essential pieces of paperwork, yet most of us don't have one: a will. Get started with our guidelines and learn more by reading our article Quick Tips for Designing a Will
As you plan for your own and your family's financial future, you may be considering the creation of a trust. Learn more by reading our article Why Your Choice of Trustee Matters
Keep your will and beneficiary designations updated, discussing with loved ones how you want your assets distributed. Learn more by reading our article Avoid Family Strife — Discuss Beneficiary Designations
You might be surprised at how much you can give away before the federal gift tax becomes an issue! Find out what you need to know in our article Gifts and Taxes: A Tutorial
Coming across some terms you're not familiar with? Our Glossary will help you figure it out.
BECU Trust Services is a trade name used by MEMBERS® Trust Company under license from BECU. Trust services are provided by MEMBERS® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant. Trust products not federally insured, not subject to credit union or affiliate guarantee, and may lose value.