An estate plan can help you enjoy the benefits of your success today, while providing for others in the future. Putting a plan in place, however, can be a challenge.

The first step is to ask and answer tough questions, including:

• How do you want to provide for your spouse and/or children?
• Are there others that you'd like to provide for?
• Is there a special charity or cause you'd like to support?
• Is there a family business to pass on?
• What is your estate's potential tax liability, and how will you fund it to avoid burdening your heirs?
• Who will manage your affairs?
• How do you want to be remembered?

An experienced UBS Financial Advisor can help you assemble a team of wealth management professionals—in insurance, trusts and financial planning—who can work closely with you and your trusted advisors.

Together, they can help you make complex financial decisions such as identifying strategies for efficiently managing estate taxes, planning a business succession, maximizing gifts to loved ones or charities, and identifying sources of liquidity to help pay estate taxes.

Read more about:

Realizing Estate Planning Goals
Providing for Your Loved Ones
Protecting and Transferring Wealth