How much can you safely withdraw from your retirement funds without risking depletion? Which accounts should you tap first? The longer you spend in retirement—and for some that may be 30 years or more—the greater the impact these decisions can have on your retirement lifestyle and the value of the estate you leave behind.

We have the resources and insight to address your legacy and estate planning needs so you can build a comprehensive plan for transitioning assets to future generations. If you’ve already crafted a plan, we’ll review it against your goals and an evolving tax landscape.*

* Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances.

Financing college tuition can be a challenge, but given these escalating costs, you shouldn’t have to choose between your children’s future and other priorities. We can help you meet your funding goals by starting early— the key to building up the financial reserves you’ll need to give your children the jump start in life they deserve.

A plan can turn overwhelming obstacles into manageable objectives. Our approach starts with an important conversation about your priorities and your personal definition of financial security. This information helps us design a roadmap that looks beyond investing to pursue your goals across each area of your financial life. It helps us anticipate potential issues—before they become problems that can derail our strategy.