Make a daily sweep of idle cash into interest earning accounts. Collect dividends, interest and coupons, and disburse or reinvest the funds as you instruct. Collect matured and called bonds. Give you notification of capital changes such as defaults, tender offers and stock splits. An investment plan will be adopted and Union will closely monitor your investments, meeting with you periodically to reassess your changing needs.
Trusts are amazing planning tools that can be used to attain many financial goals.
A trust blends all of the benefits of professional investment management with the personal attention of a professional trust administrator. With a revocable living trust, you are guaranteed that should you become physically or mentally incapacitated, your bills will be paid, your affairs managed, and your investments monitored, thereby avoiding the impersonal intervention and expense of a court-appointed conservatorship. At death, your trust may continue for the benefit of a surviving spouse, child, or grandchildren, or distribute out to your beneficiaries under your trust document. Assets in trust at death avoid the necessity of probate. Trusts for the lifetime care of a disabled beneficiary are designed to maximize supplemental support while preserving eligibility for public health care programs.