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:
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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 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.