Estate planning and wealth management involves important decisions that are best made after a full consultation with one of our friendly professionals. We’ll take the time to understand your situation and unique needs, then work side-by-side with you and your attorney to create a plan that secures a bright future.
You work hard accumulating wealth for your family needs, retirement, the eventual transfer to loved ones, and important charitable gifts. But the effort required to accumulate this wealth may leave little time, expertise, or interest for planning how to grow and preserve your assets. It’s time you had a partner to assist you with your estate planning and wealth management needs — a partner you can trust.
People You Can Trust
When you trust your estate planning and wealth management plans to Union Bank & Trust, you can be confident that our team of professionals will hold your best interests as our top priority. A high standard of professionalism is reflected in our staff — the largest, most experienced trust department in Nebraska — which includes attorneys, CPAs, CTFAs, CFPs, seasoned trust administration professionals, employee benefit specialists, and investment professionals who have attained the Chartered Financial Analyst designation.
- Personal Trusts
Revocable/irrevocable Living Trusts, Testamentary Trusts, Life Insurance Trusts, Charitable Remainder Trusts, and Special Needs Trusts
- Asset Custody
- Estate Administration
We will work closely with your own legal and accounting advisors to address your specific financial goals.
When working with assets that a family has worked so hard to accumulate, we are very sensitive to family
relationships and emotions during a stressful time. Trustees are often called upon to listen to a beneficiary’s
concerns and offer compassionate understanding and possible solutions. We welcome and encourage
continued involvement by you and your family in the administrative process