Learn how trust and estate planning can provide peace of mind for the future of your assets
EdFed, in partnership with the Members Trust Company, would like to invite you to a Trust and Estate Planning seminar that is being held both in-person and virtually on Saturday, October 28th, 2023, at our Kendall Branch.
Tamara Pataky Kidd, Vice President with Members Trust Company, will present on the following topics:
| • | Definition of a Trust | | • | Wills and the Probate Process | | • | Need for Trusts and Wills | | • | Definition of a Testamentary Trust | | • | Irrevocable vs. Revocable Trusts | | • | Dispositive Provisions | | • | Beneficiary Designation Forms | | • | Joint Account | | • | Powers of Attorney |
Do not miss out! Register today to secure your spot either in-person or virtually for this exclusive member-only seminar.
| Capacity is limited for in-person attendance. |
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