The first step in estate planning is building your estate. Through careful planning and management, First United Investment Services can help you manage your wealth over the years. Then the emphasis begins to shift. As the years pass, you will want to develop a strategy in an effort to provide your loved ones with long-term financial security that lasts well beyond your lifetime.
When deciding the future of your assets, First United Investment Services are prepared to assist you in developing a comprehensive estate plan that is motivated by your goals and is adherent to your wishes. Aside from the goal to preserve your wealth and its smooth distribution when the time is appropriate, our professionals stay current on changing tax laws and legal requirements, continuously exploring ways to help manage the potential impact of estate and income taxes.
Our estate planning services include overseeing your estate's investments as well as working with your legal adviser to administer your estate.
Member FINRA/ SIPC
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First United Bank & Trust and First United Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First United Investment Services, and may also be employees of First United Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First United Bank & Trust or First United Investment Services. Securities and insurance offered through LPL or its affiliates are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value