Darned if I know. We've been members of the CU for decades and been impressed with their offerings, services, and expertise generally, and found talking with their estates team helpful. Our estates aren't terribly complicated -- I think of executing them as something that requires more in the time/patience/attention-to-detail department than specialized expertise.Does the credit union's trust department have the same expertise as a conventional bank's trust department or a trust company?
Statistics: Posted by bogart — Wed May 22, 2024 11:30 pm — Replies 25 — Views 2516