Trust and Estate Planning Services

United Bank offers Trust and Estate Planning through our agreement with 1919 Investment Counsel and Trust.

Trust and estate planning decisions can have a significant impact on you and your family. The multitude of choices can be overwhelming. There are many things you should consider before making estate decisions, including financial goals, income needs, risk tolerance, and tax consequences. You should also take into consideration gift giving programs as well as transfer of assets to family members.

 

Reasons to Establish a Trust:

Personal Protection

A personal trust provides protection for you and your family in the event that you are no longer able to oversee your personal affairs.

Asset Management

A personal trust can also help with asset management when dealing with taxes and any financial questions that may arise, as well as providing a vehicle for distributions.

In each instance, you get peace of mind, relief from responsibilities of managing assets, and the assurance of consistent, ongoing asset management. 

 

Services provided by 1919 Investment Counsel and Trust include:

  • Investment Management/Consulting
  • Wealth Planning
  • Living Trusts
  • Revocable Trusts
  • Testamentary Trusts/ Trusts Under Will
  • Estate Administration
  • Special Needs Trusts
  • Investment Management Agencies
  • Charitable Trusts
  • Foundation/Endowment Management
  • Individual Retirement Accounts (IRAs)
  • Family Office Services

Strengths

As Trustee, 1919 Investment Counsel and Trust is able to offer you many advantages. You can expect:

  • High level of Personal Service
  • Reliability and Stability
  • Investment Management Expertise
  • Broad Selection of Quality Investments
  • Administrative Competence
  • Objectivity in Carrying Out the Directions of the Trust Agreement

Referral Services

United Bank provides referral services to 1919 Investment Counsel and Trust and is paid a fee for its services. United Bank is a depository bank which does not provide trust or fiduciary services. 1919 Investment Counsel and Trust is a division of Stifel Trust Company, N.A.

Trust and investment management services are offered through 1919 Investment Counsel and Trust. Investment products are not FDIC insured, and are not deposits or obligations or, or guaranteed by 1919 Investment Counsel and Trust, United Bank or any of their affiliates or any government agencies and are subject to investment risk, including possible loss of the principal amount invested. 

 

Return to top

Email Link Disclaimer

Notice: Because there is a risk that information transmitted via Internet email could fall into the wrong hands, United Bank suggests that confidential information, such as account numbers or social security numbers, not be transmitted via email. If this information must be stated, please contact United Bank by phone or at your nearest office. Thank you. If you "Continue", the link will open a new email message in your default email program.

Close |   Continue

×

External Link Disclaimer

United Bank has no control over information at any site hyperlinked to or from this Site. United Bank makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and is providing this hyperlink to you only as a convenience. The inclusion of any hyperlink does not imply any endorsement, investigation, verification or monitoring by United Bank of any information in any hyperlinked site. In no event shall United Bank be responsible for your use of a hyperlinked site. If you "Continue", the link will attempt to open a new window. If it is unable to, the link will open in the current window.

Close |   Continue

×

Deluxe Corporation Link Disclaimer

As of July 1, 2015, United Bank is partnering with Deluxe Corporation for Personal & Business check orders. If this is the first time you have ordered checks since then, you need to contact your local branch or call 800.423.7026 to place your order. If you have ordered checks since July 1, 2015, please click continue to proceed.

If you choose to continue, you will be taken to Deluxe Corporation's website. The inclusion of this hyperlink does not imply any endorsement, investigation, verification or monitoring by United Bank of any information on this site. United Bank is not responsible for your use of the hyperlinked site.

Close |   Continue

×