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Trust Services

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

Are you a current Trust Customer?   Login to your account

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.

FDIC

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.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 investment products sold through LPL Financial are not insured. First United Bank deposits are not FDIC insured. These products are not obligations of First United Bank and are not endorsed, recommended or guaranteed by First United Bank or any government agency. 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.

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