Secure your family's future
Trust & Will can help with easy and affordable wills and estate planning.
Overview
As a Member, you can take advantage of our partnership with Trust & Will, the leading provider of estate planning services in the U.S. They are committed to empowering families in safeguarding their legacies. Enjoy a 15% discount on any plan.
Check out some of these helpful resources:
Have a question?
At RCU, we're known for our reliable service, and we'll answer your questions and calls quickly.
Cover what matters most
No one wants to think about what happens when they’re gone, but being adequately prepared for the future is the best way to ensure you’ve covered what, and who, matters most.
All Highlights
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Family guardianship
Designate guardians for your pets and minor children.
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Health and legal docs
Complete your documents – including power of attorney.
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Minimize legal hassles
Avoid probate (with a Trust-Based Estate Plan).
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Enjoy peace of mind
Give your loved ones peace of mind with an established plan.
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Establish beneficiaries
Select individuals to inherit specific assets as beneficiaries.
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Reduce costs
Advanced planning can lower estate taxes and reduce future costs.
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Outline final wishes
Clarify your final wishes and arrangements in advance.
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RCU Member discount
RCU Members get 15% off the estate plan of their choice.
Contact Us
Questions about the upcoming transition to LPL Financial?
Visit our FAQ page for more information regarding the transition.
For general inquiries or questions about existing investment accounts, please contact our wealth management team.
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PPP Forgiveness Application Deadline
Congress passed The Economic Aid Act which changed the deferment period from 6 months post covered period to 10 months post covered period. For example, if your covered period ended June 30, 2021, under the new guidelines the earliest your first loan payment wouldn’t be due until April 2022, and you have until then to request forgiveness. Please use the following calculation to help you identify when your forgiveness will be due:
- PPP borrowers may select a covered period anywhere from 8 weeks to 24 weeks.
- RCU is automatically calculating your loan due date based on a 24-week covered period, if you intend on using a shorter covered period please inform us immediately as this will impact your due date.
- Your correct deadline will be reflected in your online banking account.
If all or part of your PPP loan is not forgiven, your first loan payment will be due the first of the following month after a decision is made by the SBA.
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