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
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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.