One of the toughest questions you will ever have to answer is, "Will my family be provided for if something happens to me?" The ability to answer with a high degree of certainty may depend on how well you plan now for life's unexpected events. By taking your specific personal circumstances and financial goals into consideration, a comprehensive estate plan prepared by qualified legal professionals can offer you options for, and control over, your financial affairs.

At UBS, our Financial Advisors collaborate with you and your tax, legal and other advisors to personalize estate planning strategies that may include:

• Coordinating the use of one or more types of insurance
• Developing a strategy to reduce the value of your estate during your lifetime

Realizing Estate Planning Goals
Considering what's important to you

Providing for Your Loved Ones
Understanding your priorities

Protecting & Transferring Wealth
Sustaining your life's achievements

Insurance Strategies
Planning for your loved ones

Trusts
Planning for generations

Philanthropy
Making an impact through strategic giving


Your UBS Financial Advisors are not estate planners. Neither UBS Financial Services Inc., nor its employees provide legal or tax advice.  You should consult your legal and tax advisors regarding your particular situation.