Trust & Estate Planning


Pasadena Federal Credit Union has partnered with Affinity Trusts to offer members comprehensive trust and estate planning services. Through this collaboration, members can access free consultations and discounted living trusts prepared by experienced attorneys. These services help ensure your wishes are honored, assets are protected, and loved ones are cared for in the event of incapacity or passing. Benefits include effective financial and healthcare decision-making upon incapacity, orderly and private transfer of property, care provisions for children and dependents, direction of assets to charitable causes, minimization of federal estate taxes, and avoidance of probate-related expenses and delays. Estate planning is essential for individuals of all ages and asset levels. Stay informed about upcoming free live webinars by checking your email for announcements.

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