MTC University

Resources for Professionals

Owned by America’s credit unions, Members Trust Company provides investment management and fiduciary services to credit unions, their members, and the general public along with our exclusive financial resources and insights.

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The Top 10 Questions to Ask When Creating an Estate Plan
Estate Planning, Wealth Management
Estate Planning, Wealth Management
The Top 10 Questions to Ask When Creating an Estate Plan
Estate Planning, Wealth Management
Estate Planning, Wealth Management

If you’re putting together an estate plan, there are a few key questions you’ll need to answer. Here are 10 of the most important questions to ask yourself (or your estate planning attorney) to ensure that your plan is complete and effective.

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Estate Planning, Wealth Management
Estate Planning, Wealth Management
The Importance of Having a Healthcare Directive in Your Estate Plan
Estate Planning, Wealth Management
Estate Planning, Wealth Management
The Importance of Having a Healthcare Directive in Your Estate Plan
Estate Planning, Wealth Management
Estate Planning, Wealth Management

As you think about your future, it’s important to start thinking about your estate plan. This includes making decisions about your healthcare and who will make those decisions for you in the event of incapacity. A Healthcare Directive is an important document within an estate plan.

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Estate Planning, Wealth Management
Estate Planning, Wealth Management
5 Common Estate Planning Mistakes to Avoid
Estate Planning, Wealth Management
Estate Planning, Wealth Management
5 Common Estate Planning Mistakes to Avoid
Estate Planning, Wealth Management
Estate Planning, Wealth Management

Trust and estate planning is an important part of ensuring the security of your family’s future. Unfortunately, many people make mistakes in estate planning that can have serious consequences down the line. To help you avoid these errors, here are five common trust and estate planning mistakes and how to prevent them.

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Estate Planning, Wealth Management
Estate Planning, Wealth Management
How To Choose a Trustee: 4 Key Considerations
Trusts, Wealth Management
Trusts, Wealth Management
How To Choose a Trustee: 4 Key Considerations
Trusts, Wealth Management
Trusts, Wealth Management

Choosing the right trustee to manage your assets is one of the most important steps in estate planning. What is a trustee? A trustee takes legal ownership of trust assets, manages the trust, and is responsible for carrying out the purposes of the trust.

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Trusts, Wealth Management
Trusts, Wealth Management
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

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MTC Market Minute
Emerging Trends in Retirement Planning
Retirement Planning, Retirement, IRA
Retirement Planning, Retirement, IRA
Emerging Trends in Retirement Planning
Retirement Planning, Retirement, IRA
Retirement Planning, Retirement, IRA

Retirement planning has always been a complex process. It involves evaluating a multitude of factors, such as investment options, tax implications, government benefits, and personal lifestyle choices.

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Retirement Planning, Retirement, IRA
Retirement Planning, Retirement, IRA
Understanding Tax Implications of Estate Planning
Estate Planning, Taxes
Taxes, Estate Planning
Understanding Tax Implications of Estate Planning
Estate Planning, Taxes
Taxes, Estate Planning

For many people, estate planning can seem like a complex and intimidating process. With so many nuances in state and federal laws, it can be difficult to understand the tax implications associated with estate planning decisions.

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Estate Planning, Taxes
Taxes, Estate Planning
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

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MTC Market Minute
What is a Charitable Trust & How Does it Work?
Estate Planning, Trusts
Taxes, Estate Planning, Trusts
What is a Charitable Trust & How Does it Work?
Estate Planning, Trusts
Taxes, Estate Planning, Trusts

Many people may not realize that charitable planning intersects with estate and business succession planning. Combining a charitable strategy and the sale of a business is a great way for owners to minimize taxes and provide equity for the next phase of their lives.

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Estate Planning, Trusts
Taxes, Estate Planning, Trusts
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

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MTC Market Minute
MTC Market Insights
MTC Market Insights
MTC Market Insights
MTC Market Insights

We are pleased to share the MTC Market Insights which offer our monthly and quarterly investment perspectives on economic and market developments.

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MTC Market Insights
Navigating Thin Margins: How Charitable Donation Accounts Help Credit Unions Thrive
Credit Unions
Navigating Thin Margins: How Charitable Donation Accounts Help Credit Unions Thrive
Credit Unions

The financial landscape for credit unions is facing unprecedented challenges. The Federal Reserve’s proposal to lower the debit interchange cap threatens to slash one of the few remaining stable sources of income for credit unions.

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Credit Unions
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More →
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More →
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More →
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More →
MTC Market Minute
MTC Market Insights
MTC Market Insights
MTC Market Insights
MTC Market Insights

We are pleased to share the MTC Market Insights which offer our monthly and quarterly investment perspectives on economic and market developments.

Read More →
MTC Market Insights
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More →
MTC Market Minute
MTC Market Musings
MTC Market Musings
MTC Market Musings
MTC Market Musings

We are pleased to share the MTC Market Musings commentaries which will offer our thematic investment perspectives on economic and market developments.

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MTC Market Musings
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More →
MTC Market Minute
Strategies for Managing Long-Term Care Costs with Insurance
Estate Planning
Strategies for Managing Long-Term Care Costs with Insurance
Estate Planning

As the population ages, more and more people are finding themselves in need of long-term care. This care can be costly, so it’s important to have a plan in place to manage those costs. One way to do this is with insurance. Here are some strategies for using long-term care (LTC) insurance to manage long-term care costs.

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Estate Planning
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More →
MTC Market Minute
MTC Market Insights
MTC Market Insights
MTC Market Insights
MTC Market Insights

We are pleased to share the MTC Market Insights which offer our monthly and quarterly investment perspectives on economic and market developments.

Read More →
MTC Market Insights
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More →
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More →
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More →
MTC Market Minute
MTC Market Insights
MTC Market Insights
MTC Market Insights
MTC Market Insights

We are pleased to share the MTC Market Insights which offer our monthly and quarterly investment perspectives on economic and market developments.

Read More →
MTC Market Insights
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More →
MTC Market Minute
What is a Trust?
Estate Planning, Trusts
Taxes, Estate Planning, Trusts
What is a Trust?
Estate Planning, Trusts
Taxes, Estate Planning, Trusts

A trust is a legal document that allows a third party, or trustee, to handle your assets in the event of death or incapacity. People set up trusts to help manage their assets during their lifetime and after death. In the event of death, trusts make sure that your beneficiaries receive your assets according to your wishes. They can assist you in caring for dependents that may struggle with financial inexperience, addiction, or illness. In the event of incapacity, they also ensure that you get the type of care you need.

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Estate Planning, Trusts
Taxes, Estate Planning, Trusts
MTC Market Minute
MTC Market Minute
MTC Market Minute
MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More →
MTC Market Minute

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