Trusts are not a one-size-fits all arrangement. They are very flexible and can be designed to accomplish a broad range of estate planning and asset management goals. Our professionals at First United have been helping design and implement trusts for many years. Specific needs call for special solutions - that is why our approach is geared to your personal goals and needs.
A trust can help you meet goals as different as:
Supporting an elderly relative
Making large charitable gifts
Managing your assets if you become incapacitated
Creating future security for disabled loved ones
Providing long-term asset management for your family after your death
Transferring assets to a younger generation under the terms you specify
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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