Let's start talking about your lasting legacy.
What do you want to leave behind for your children and other loved ones? Good memories, of course, but also the assets you've work hard to acquire. Estate planning is a critical part of providing for your heirs. United Bank Wealth Management Advisors recommend putting together an estate plan as early as possible and then reviewing it every 3 to 5 years or as major life changes occur.
Some things you should include:
- Wills/trusts
- Durable Power of Attorney
- Healthcare Power of Attorney
- Beneficiary designations
- Guardianship designations
- Letter of Intent
How we can help
You might have clear-cut ideas of what you want, but carrying out your wishes could take expertise. United Bank Wealth Management Advisors can make sure your assets are preserved and distributed as you've requested. Whether you want to financially support a child with a disability or a charity that's close to your heart, we can explain all your options and the benefits.
Among other services, we can:
- Mitigate estate tax implications for your beneficiaries
- Create a living trust where you appoint a trustee to take responsibility of your assets for the benefit of individuals or organizations
- Provide for your family and for the causes you care about
- Balance risk and return over the appropriate time period with general and family trusts
- Serve as your executor or trustee, relieving your family of the burden of carrying out your wishes
Get Started
If you would like to learn more about our Trust & Estate Services, please contact us at 770.412.4925 or reach out directly to a United Bank Wealth Management Advisor.
♣United Bank Wealth Management services are: not FDIC-insured, not bank-guaranteed, may lose value, not a bank deposit, not insured by any federal government agency.
United Bank is a full-service financial institution serving customers in Middle Georgia.