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Personal Trust and Wealth Management
 
     
We spend so much of our time accumulating wealth to insure lifetime financial security for ourselves and our loved ones. We spend so little time planning how that wealth will be managed, protected and transferred to the next generation in an orderly, cost-effective manner.

We’d like to introduce you to the Trust Division of Union Bank & Trust Company—a group of professionals who have helped many, like yourself, achieve the peace of mind that only comes when you know you have done all that
 
can be done to maximize your financial opportunities. The Trust Division will help you create a plan that fits your needs now and into the future, and then use their many resources to see that your plan is carried out.

These professionals have many names - Trustee, Investment Manager, Personal Representative, Agent, and Conservator - but they have only one goal: to ensure your financial security! Union Bank & Trust offers a wide variety of trust and asset management services. As trust professionals, they partner daily with your legal and tax advisors to formulate plans that will increase your family’s wealth and greatly enhance your quality of life.

 

 
   
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Important Information About Procedures For Opening A New Account—
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you; we may also ask to see your driver’s license or other identifying documents.

*Investment services offered through Union Bank & Trust Company’s Trust Division.

Investment products: Not FDIC Insured - No Bank Guarantee - May Lose Value.
©2011 Union Bank & Trust Company. All Rights Reserved. MEMBER FDIC.