To successfully transition your wealth to the next generation, or sell the business, it is important to have a plan in place to insure it is done correctly and according to your desires. A formal succession plan ensures a smooth transition into retirement for you, as well as continuity of the business for the employees and customers. UB&T will collaborate with other professionals that are part of your financial team, including attorneys and accountants, to develop a business succession strategy which is in accordance with your wishes.
Planning to pass your business or farm on to the next generation? Call us; we can help with solutions.
Investment products are:
Not FDIC Insured – No Bank Guarantee – May Lose Value
Not all investment products are FDIC insured; Non-Deposit Investment Products (NDIPs) are not a deposit or other obligations of, or-guaranteed by, Union Bank & Trust Company; Non-Deposit Investment Products (NDIPs) are subject to investment risk, including possible loss of principal amount invested. e. Investment and insurance products are not deposits, not FDIC insured, not insured by any federal government agency, not guaranteed by the bank and may lose value.