Archive for the
‘Investment Thinking’ Category

Choosing the right trustee is a critical decision, and Mission Management & Trust Co. carefully evaluates each opportunity to ensure we can provide the best service. In this video, we explain our process for determining when and how we serve as a trustee to protect your legacy.

Understanding the difference between directed and delegated trusts is key to effective estate planning. In this video, we break down how each trust structure works and which might be the right fit for your financial goals.

Meet Susan Ernsky, President of Mission Management & Trust Co., a leader dedicated to providing expert trust and investment services with a personal touch. Watch this video to learn more about her vision, experience, and commitment to serving clients with integrity.

Planning for the unexpected is essential, and Mission Management & Trust is here to help when incapacity arises. Watch this video to learn how our expert team ensures your financial and personal affairs are managed with care and integrity.

A trust company and a credit union make the perfect team—combining expert wealth management with personalized financial service. Watch our video to see how this partnership can help you build, protect, and grow your financial future!

Planning for the financial future of a loved one with special needs can be overwhelming, but a Special Needs Trust ensures their security without jeopardizing essential benefits. In this video, we’ll walk you through the key steps to setting up a Special Needs Trust, so you can provide long-term care and peace of mind.

Planning for the future of a loved one with special needs? Watch our video on Special Needs Trusts to learn how you can provide financial security while protecting essential benefits!