Wealth Management & Fiduciary Services – American Trust Wealth

Unified Trust. American Trust Wealth provides fiduciary wealth management services nationwide, with offices in Lexington, Louisville, and...

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Unifiedtrust.com news digest

  • 1 year

    Preparing for Diminished Capacity: How Can Financial Advisors Help? 

    As we journey through life, it’s natural to plan for the expected: career milestones, family events and retirement. This preparation helps to set up our future selves and loved ones for success. However, what about the unexpected, like encountering diminished...

  • 1 year

    Curating the Future of Your Estate

    An Unnerving Topic
    If your local newspaper published your obituary today, would you read it? In 1888, this surreal scenario played out for an accomplished inventor and industrialist who found himself reading his own obituary while very much alive. A death did occur, but...

  • 1 year

    Don’t Just Budget for Retirement, Budget for Fun 

    Summer in the Bluegrass state is fast approaching, but the fun and festivities associated with this warmer weather have been in full force for several weeks now. Being a Louisville native, the Kentucky Derby has always been my unofficial kickoff to summer...

  • 1 year

    Moving my 401(k) to a new company

    Hey Abby! I am switching jobs in the coming week and worried about my 401(k). What do I do with my current 401(k)?
    You should first make sure the decision you make is what’s best for you and we can help with that! The options listed below are the most common....

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Updated: February 08, 2025
Expires: January 21, 2028
Created: January 21, 2000

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