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Trust
Trust Overview
Wherever you are in life, planning for the future and knowing the best way forward can be intimidating. You need a reliable partner who can provide the guidance you need to ensure that the people and organizations you care for are protected and supported now and at your death.
Our Trust group can provide guidance on:
At Union, one of our goals is to keep you informed of market, economic, and tax law changes that affect you, our Trust clients and friends.
Are there any topics you would like us to explore for future publications? Send us an Email and let us know!
Our team looks forward to serving you in the coming year and for many years to come. Thank you for your business!
Our knowledgeable and experienced trust professionals will help ensure your beneficiaries are protected and taxes are minimized.
Trust can be used for a variety of purposes including providing for your spouse and family, minimizing estate tax and providing for a favorite charity or school.
We offer a wide range of investment options to assist you, including IRAs, education savings accounts, individual stocks and bonds and mutual funds.
We can help you plan for the orderly continuation or sale of your business now or at your death.
Our Trust professionals will build a close and long lasting relationship with you and your family, so you can trust that you will be prepared for whatever life brings you.
| Not insured by FDIC or any other government agency. | Not bank guaranteed. | Subject to risk, may lose value, including the possible loss of principal. |
| Not a deposit. | Not a condition to any banking service or activity. |
