Trusts

dancing with granddaughter Have you begun planning for the orderly management and eventual transfer of your estate to your heirs? If not, Union Bank & Trust Company’s Trust Department can assist you. We have over 50 years of experience in managing trusts and estate planning. UB&T can get you started in planning how your wealth will be managed, protected, and transferred to the next generation in an orderly, cost-effective manner. We can work closely with your attorney to make sure your estate plan is complete. Our bank can serve as the Personal Representative for your estate and/or as Trustee for your Trust. We can offer objective and professional management of your estate. This enables you to ensure your Will and Trust are carried out exactly as they are written. It also avoids the potential conflict that may arise if a family member performs these roles.

To learn how UB&T can help with your financial future contact Christia Hunt at 608-882-5200 x1132 or email chunt@ub-t.com.

Investment products are:

Not FDIC Insured – No Bank Guarantee – May Lose Value

Not all investment products are FDIC insured; Non-Deposit Investment Products (NDIPs) are not a deposit or other obligations of, or-guaranteed by, Union Bank & Trust Company; Non-Deposit Investment Products (NDIPs) are subject to investment risk, including possible loss of principal amount invested. e. Investment and insurance products are not deposits, not FDIC insured, not insured by any federal government agency, not guaranteed by the bank and may lose value.

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