: Offers administration for 401(k) plans , Simple IRAs, and profit-sharing plans for both individuals and businesses.
: The bank can be named as a Personal Representative or Executor to oversee the distribution of an estate. first united trusts
: Established to manage assets during your lifetime, in the event of incapacity, and after death. : Offers administration for 401(k) plans , Simple
: Specialized support for business owners to manage large-scale investment strategies. Key Locations & Access : Specialized support for business owners to manage
: Includes charitable trusts, insurance trusts, and land trusts, often working in tandem with a client’s attorney.
: A flagship account where assets are diversified and quarterly adjustments are made by portfolio managers to hit long-term goals.
The Trust Department at First United operates with separate record-keeping systems from the main bank to ensure maximum security and focus on asset management.