At First United Bank and Trust Company, we provide tailored financial solutions to protect and gross your assets for generations to come. As a trusted partner, we understand the importance of safeguarding your wealth and achieving your long-term financial goals. With our suite of trust services, personalized attention, and expertise, we ensure that your financial future remains secure.
Trust Officer
- Our knowledgeable trust officer is ready to help.
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Wealth Management
- Create a customized investment strategy tailored to your financial objectives, risk tolerance, and time horizon
- Receive ongoing monitoring and adjustments to your portfolio to adapt to changing market conditions and life circumstances
Trust Administration
- Entrust the management of your assets to our experienced professionals who will handle all administrative tasks with precision and care
- Benefit from our expertise in investment management, asset allocation, and fiduciary responsibilities
Charitable Giving
- Establish charitable trusts or foundations to support causes that are close to your heart
- Maximize the impact of your philanthropy while enjoying potential tax liabilities
Special Needs Trust
- Ensure the financial security and well-being of loved ones with disabilities through specialized trust arrangements
- Preserve eligibility for government benefits while providing supplemental support and care
Estate and Probate Administration
- Expert support assisting and serving as Executors/Administrators in settling estates efficiently and accurately
Estate Planning
- Plan for the efficient transfer of your assets to your heirs while minimizing tax implications
- Ensure your wishes are carried out according to your estate plan with meticulous attention to detail
Individual Retirement Account (IRA)
- Expert guidance on traditional and Roth IRAs, rollovers, beneficiary distributions, and tax-efficient strategies. Ensure your retirement savings are managed effectively for your future and your heirs.
Custody Services
- Safekeeping assets and collecting income with no discretionary authority over investment or distribution
Section 1031 Like-Kind Exchanges
- Defer paying capital gains taxes on the sale of an investment property by reinvesting the proceeds in a similar “like-kind” property
- Ensure compliance and optimize the benefits of this tax-deferred strategy
Before your implement or change any financial or estate planning strategy, always consult with your attorney and tax advisor first. Investments made through First United Bank and Trust Company are not bank guaranteed nor a deposit, are not FDIC insured, are not insured by any federal government agency, and may lose value.