Page 18 - CFAN_Apr2014

Commissioner’s
YOUR ESTATE AND YOUR

FAMILY'S FUTURE

TRUE WEALTH MANAGEMENT means having a holistic AgriCorner

view of all aspects of your inancial life. It involves understanding what’s
important to you and the causes and goals you ind meaningful. hese

should all form the basis of an estate plan suited to you and your family’s
circumstances.

You care greatly about helping your family and the causes you ‘Don’t Pack a Pest’ Campaign
support—and a properly structured estate plan can allow you to continue

helping them for generations to come. But before we start exploring by COMMISSIONER ADAM H. PUTNAM
estate planning strategies and business issues that may help to reduce your

taxable estate, protect your wealth and further your legacy, it’s important

to understand a plan’s core elements.
THE PSYLLIDS IN OUR CITRUS
Putting a plan in place, however, can be a complex challenge. Let
GROVES, thepythonsintheEverglades,
us work together, along with your tax advisor and our network of and the lovebugs on our windshields are all introduction of pests and disease by
professionals, to identify and implement strategies for your goals, such as
examples of Florida’s invasive pests. hey declaring agricultural items for inspection.
managing estate taxes, planning for business succession, maximizing gits, are also great examples of how diicult—if Billboard and video advertisements
protecting assets, and preserving wishes with trusts. Contact us today to
not impossible—it is to remove invasive featuring the “Don’t Pack a Pest” message
learn more about our team and how we can partner with you.
pests once they are introduced.
can be seen in 20 of the busiest airports

Any invasive pest that inds its way across the United States, including Miami,
his column is sponsored by he hornhill Wealth Management Group. Contact us today to learn into Florida will not only survive, but will Orlando, Houston, Atlanta, and San
more about our team and how we can partner with you. G. Conley hornhill, CFP®, CIMA®, the Senior
Vice President-Wealth Management, or Eric E. Johnson, CFP®, CIMA®, Account Vice President, can be most likely thrive in our state’s temperate Francisco. More recently, the campaign
reached at (863) 298-3600 or toll free at (888) 411-5049. Email Conley at conley.thornhill@ubs.com or has expanded to international airports
Eric at eric.e.johnson@ubs.com.
UBS Financial Services Inc.
climate. Additionally, invasive pests, some
295 1st Street South, Winter Haven, FL 33880 of which enter the state through Florida's
like Puerto Rico, Jamaica, the U.S.
ubs.com/team/thornhillgroup
numerous international air or marine Virgin Islands and, as of this month, the
As a irm providing wealth management services to clients, UBS Financial Services, Inc. is registered with ports, have the potential to devastate Dominican Republic.
the U.S. Securities and Exchange Commission (SEC) as an investment adviser and a broker-dealer, ofering both
investment advisory and brokerage services. Advisory services and brokerage services are separate and distinct, Florida's $108 billion agriculture in- A survey of more than 400 travelers
difer in material ways and are governed by diferent laws and separate contracts. It
dustry. Preventing these invasive pests in Miami International Airport revealed
is important that you carefully read the agreements and disclosures UBS provides
to you about the products or services ofered. For more information, please
outside from crossing our borders is the awareness of declaring agricultural prod-
visit our website at ubs.com/workingwithus. Certiied Financial Planner
most efective way to protect our state
ucts was up from 37 percent in 2012 to
Board of Standards Inc. owns the certiication marks CFP® and Certiied
Financial PlannerM in the U.S. CIMA® is a registered certiication mark of
from threats.
60 percent in 2013, a more than 60 per-
the Investment Management Consultants Association, Inc. in the United
In partnership with the U.S. Department
cent increase. And as a result of greater
States of America and worldwide. UBS Financial Services Inc. does not
provide legal or tax advice. Any discussion of tax matters contained
of Agriculture and the U.S. Department awareness through the “Don’t Pack a Pest”
herein is not intended to be used, and cannot be used or relied upon, by
any taxpayer for the purpose of (i) avoiding penalties under the Internal
of Homeland Security, the Florida campaign, travelers can help us protect
Revenue Code, or (ii) promoting, marketing or recommending to
Department of Agriculture and Consumer Florida’s 300 commodities and $108 bil-
another party any transaction or tax-related matter(s). Clients
by CONLEY THORNHILL
should consult with their legal and tax advisors regarding
Services developed a public awareness lion agriculture industry from threats like
their personal circumstances. UBS Financial Services Inc. is a
campaign in 2011 to educate travelers invasive pests and disease.
subsidiary of UBS AG. Member FINRA/SIPC.
BIO: Conley works with high net worth individuals as well as institutional clients by delivering about the threat of invasive species. “Don't Look for our messages next time you
highly customized wealth management solutions. In addition, in 2010 and 2011 he was selected Pack a Pest” is a collaborative campaign ly, and urge your friends and family to
as one of the Barron's Top 1,000 Advisor's. Conley hornhill is a CERTIFIED FINANCIAL
PLANNERM practitioner and holds the Certiied Investment Management Analyst® designation.
that urges travelers to help prevent the
“don’t pack a pest.” ag

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