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Estate Planning

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.

LPL Financial

Securities and Insurance products offered through LPL Financial and its affiliates. Member FINRA/SIPC

Check the background of this firm on FINRA's BrokerCheck here.


The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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