A well-coordinated estate plan may help you preserve what you have achieved and ensure that your personal wishes are fulfilled. Together with your other professional advisors, your UBS Financial Advisor can help you think through critical issues that may impact your estate planning decisions. Who do you want to inherit your assets? Who do you trust to protect your assets for your minor children? Who should succeed you as owner of your business? What is your potential estate tax liability – and how will you fund it? Who do you most trust to manage your affairs if you become unable to do so? What kind of trust structure can best provide for your heirs? If you sell your business, what is the best way to minimize the tax impact?
Estate planning often involves complex planning issues that require specialized expertise. Through our network of trust and estate planning attorneys, we’ve brought together specialists that can address your specific issues. Your UBS Financial Advisor may be able to assist you in coordinating a meeting. Additional benefits of the Attorney Network* are as follows: Expertise: Network attorneys specialize in trust and estate planning issues Professionalism: Attorneys are independent practitioners pre-screened by UBS Geographic diversity: You can choose from participants in 150 cities in 47 states Flexibility: You receive an initial consultation on a no-fee, no-obligation basis Predictability: Attorneys may provide you with a basic estate plan on a fixed-fee basic
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