Phone: (800) 868-4262

Trust Services

A trust is an estate-planning device involving the transfer of property from a person to a trustee for the benefit of one or more beneficiaries.

Features

One common misconception is that a trust is only for people who are considerably wealthy, when in fact, a trust can benefit anyone who has valuable possessions such as a vehicle, insurance benefits, financial accounts, jewelry, real estate, etc.

Coastal Trust Services provides an extensive array of trust services designed to help you make the best plans for your estate. Get started today!

Reasons to have a Trust:

• In case your and/or your spouse are incapacitated by an illness or serious accident
• To take care of a surviving spouse
• To take care of children & grandchildren
• Save on taxes & expenses for your heirs and charities
• Plan charitable giving to benefit charities you support
• To continue funding your family business should you become incapacitated or die prematurely

Meet your Coastal Trust Officer

Jerry Kasper, CFP® serves as a Trust Officer of MEMBERS Trust Company of Coastal Wealth Management.

Jerry Kasper's financial services career started in 1987, after serving in corporate management for several years with Mobil Oil Corporation. He has held various leadership positions with American Express Financial Advisors, AXA Advisors, and MetLife Financial Services. In addition to being a CFP® practitioner, Jerry has an MBA in Finance from Northern Illinois University.

Jerry has handled complex financial planning needs for many families and welcomes the opportunity to bring his extensive experience to members of Coastal.

Call or stop by our Trust Services Office.

Trust Services Office

Coastal Wealth Management

1000 Saint Albans Drive • Suite 101

Raleigh, NC 27609

(919) 865-3362 and (919) 865-7765

Jerry Kasper - jkasper@coastalfcu.org

FR100821-C61F

Choosing Fiduciaries

The term fiduciary is from the Latin fiducia, meaning "trust," a person who has the power and obligation to act for another (often called the beneficiary) under circumstances which require total trust, good faith and honesty.

When choosing a person or institution to serve in a fiduciary capacity some key criteria are:

• The competence and experience of the fiduciary
• The willingness and ability to administer the details of the responsibility
• The expertise to manage the assets involved
• The permanence and reliability of the fiduciary