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.