We will be closed on Monday, November 11, in observance of Veterans Day.
Why set up a trust or estate plan? To provide support for future generations. To ensure the care of someone with special needs. Or to ensure that your family can function if you're unable to do so.
Living trusts and estate plans guarantee that your wishes are carried out should you become incapacitated or pass away. They're for younger individuals as well as senior citizens, and for middle-class people as well as the wealthy. Our partners at Affinity Trusts can provide Foothill Credit Union members with necessary legal, tax and insurance expertise and put together plans that:
It’s important to have an estate planning strategy in place as soon as you have acquired assets or are legally responsible for minor children.
It's likely that you have some questions about creating trusts. To schedule a free appointment with Natalie Spiwak, call 310-882-6537, ext. 101, or email [email protected].
Want to learn more? Take our Financial Health Module playlist "Financial Caregiving" to learn more about the responsiblities of caring for another person's financial wellbeing. Start the Module >
It's important to make formal arrangements to ensure that your assets are ultimately distributed as you wish. Get help establishing your living trust with our low-rate Legacy Loan.
Learn More"I have been a member for 20 years or so and I have nothing but positive things to say about you guys. We have used summer skip for a car loan, house loan, Summer Savings program and I am very happy with Foothill Credit Union."
- Thomas R.
Foothill Credit Union is a full-service credit union with California branches in Arcadia, Covina and Glendora.