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