900 East Paris Avenue, Suite 100, Grand Rapids, MI 49546 | 616.559.45551131 West Superior Street, Wayland, MI 49348 | 269.792.0362Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).
Insurance products are offered through LPL or its licensed affiliates. United Bank Bank and United Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name United Wealth Management, and may also be employees of United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of United Bank or United Wealth Management. The United Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, AR, CA, CO, FL, GA, IL, IN, ME, MI, MO, OH, OR, VA, and WA. Securities and insurance offered through LPL or its affiliates are:
The role of estate plan coordination in your plan
Without an estate plan, your family will get less and it will take longer for them to get it. With this service, you get the guidance of knowledgeable advisors to help you successfully manage your estate and provide for your family, while minimizing expenses and maximizing tax reduction strategies.
Is estate plan coordination for you?
When you die without an estate plan, the courts are forced to handle everything from the distribution of your property to the guardianship of your children. This is known as probate, which is time-consuming and expensive. Good estate planning lets you avoid the big delays that can put a real financial strain on your family.
One of the biggest mistakes people make when planning their estates is not naming a contingent beneficiary on retirement accounts and insurance policies, or failing to review beneficiaries often enough.
Why United Wealth Management
One of the most important things you can do to maintain your long-term wishes for your estate is to update your beneficiaries. We will consult with you and your attorney to confirm that all parties are working together in your best interest.
Real Solutions for Real Life
Preparing for initial meeting
Gather financial statements and start a list of your current and future financial goals.
As your wealth management partner, we’re united in our mission to help you pursue your financial goals.
Education and tools
A few simple resources, like market information and calculators, can make managing your money so much easier.