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AMERICA FIRST CREDIT UNION TRUST SERVICES

America First is here to help you with your financial well-being, and that care takes place during your life and even after you've passed on.

To help you achieve your personal and financial objectives, America First proudly offers a full range of Trust and Estate Planning Services.

We can help you achieve your goals and objectives when developing your estate plan, and assure your personal wishes are carried out correctly.

Kerry C. Wangsgard is one of Utah’s preeminent estate planners. His expertise includes the following areas:

  • Estate Planning
    • Trusts
    • Last will & testaments
    • Probates
    • Powers of Attorney
    • Advanced healthcare directives
  • Professional trust administration
  • Professional estate settlement
  • Retirement Planning
    • 401 (k) plans
    • Rollover IRA and Roth IRA accounts
    • Inherited IRA accounts
    • Trusteed IRA accounts
    • Social Security & Medicare planning
  • Investment management accounts
  • Charitable trusts and foundations
  • Deceased member account counseling 

ABOUT KERRY

Mr. Wangsgard is the Vice President and Director of Trust Services for America First Credit Union. He has 35 years of experience working with and advising members in Estate Planning. He graduated from the National Trust School and the National Graduate Trust School. In the past, he has served as Treasurer, Secretary, Vice President, and President of the Salt Lake Estate Planning Council. He has also served as a board member for the American Red Cross and the Planned Gifts Committee for Primary Children’s Hospital. Mr. Wangsgard is a Certified Trust & Financial Advisor, a Certified Financial Services Counselor and an Accredited Estate Planner. In addition, he is a current member of the Salt Lake Estate Planning Council, the Utah Apartment Association and the Ogden Noon Exchange Club.

Mr. Wangsgard's main objective is to help members get their estates to the right people at the right time in accordance with their wishes and objectives in the most efficient manner.

Call us today for an appointment at (801) 827-7130.

KERRY C. WANGSGARD

  • Vice President of Trust Services
  • Certified Trust & Financial Advisor
  • Acredited Estate Planner
  • 801-827-7132

Trust your Financial Future to America First

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