True wealth management means having a holistic view of all aspects of your financial life. It involves understanding what’s important to you and the causes and goals you find meaningful. These 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 support—and a properly structured estate plan can allow you to continue helping them for generations to come. But before we start exploring 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.
Putting a plan in place, however can be a complex challenge. Let us work together, along with your tax advisor and our network of professionals, to identify and implement strategies for your goals, such as managing estate taxes, planning for business succession, maximizing gifts, protecting assets and preserving wishes with trusts.
Contact us today to learn more about our team and how we can partner with you.
This column is sponsored by The Thornhill Wealth Management Group.
G. Conley Thornhill, CFP®, CIMA®
Senior Vice President–Wealth Management
Eric E. Johnson, CFP®, CIMA®
Vice President—Wealth Management
UBS Financial Services Inc.
295 1st Street South, Winter Haven, FL 33880
863-298-3600 888-411-5049
conley.thornhill@ubs.com eric.e.johnson@ubs.com
ubs.com/team/thornhillgroup
As a firm providing wealth management services to clients, UBS Financial Services, Inc. is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser and a broker-dealer, offering both investment advisory and brokerage services. Advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. It is important that you carefully read the agreements and disclosures UBS provides to you about the products or services offered. For more information, please visit our website at ubs.com/workingwithus. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S. CIMA® is a registered certification mark of the Investment Management Consultants Association, Inc. in the United States of America and worldwide. UBS Financial Services Inc. does not provide legal or tax advice. Barron’s Top 1000 Financial Advisors in the United States is based on assets under management, revenue and quality of practices. Clients should consult with their legal and tax advisors regarding their personal circumstances. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.
