Preserve - United Trust and Fiduciary Services
United Trust and Fiduciary Services offers customized trust and wealth transfer programs designed to legally protect and preserve your accumulated assets and finances.
- Family or credit shelter trusts
- Living trusts
- Charitable trusts
- Guardian and minor trusts
Trust accounts provide many benefits including tax deferral, designation of specific beneficiaries, control of assets, professional management and distribution of assets legally adhering to your individual wishes. Your Financial Advisor will discuss with you trust and fiduciary options and explain the programs that are appropriate for your long-term financial solutions.
Securities, insurance products and advisory services are offered through INVEST Financial
Corporation (INVEST), member
FINRA/SIPC, a Registered Investment Advisor and affiliated
insurance agencies. INVEST is not affiliated with United Community Bank or United Community
Advisory Services. Products and services offered through INVEST * Are not
FDIC insured * are not guaranteed by any bank * are not NCUA insured * are not
guaranteed by any Credit Union * may lose value.
Trust services are offered through INVEST Trust Services and provided by National Advisors Trust
Company. INVEST and INVEST Trust Services are affiliated. INVEST is not affiliated with National
Advisors Trust Company.
This information may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal,
accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation.
No representations are made as to the accuracy of the information contained herein or any information contained in any link provided.
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