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.
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Securities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates. The value of the investment may fluctuate, the return of the investment is not guaranteed, and loss of principal is possible.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, FL, GA, IL, LA, KS, KY, MD, MI, MO, MT, NC, OH, OK, OR, PA, SD, TN, TX, UT, WA, WI, WV.
First United Bank and the Wealth Management Group are not registered broker/dealers and are not affiliated with LPL Financial.