Life and legacy: Charting a start

YOU’VE WORKED HARD to build your wealth and provide for your family. To be confident that the legacy you envision will become a reality, it’s critical to establish and maintain an estate plan. And in turn, it is highly important to look at your whole financial picture and your personal situation to help develop an estate plan to help ensure that your family’s future will be protected.

The financial security of your family depends not only on how you manage your wealth today, but also on how it will be managed and maximized in the future. It involves preserving your estate to the greatest extent possible for your loved ones and for wealth to be transferred according to your wishes when the time comes.

For high net worth families, a common objective of an estate plan is to minimize taxes and preserve as much of their estates as possible. By working closely with your financial advisor, as well as your tax and legal professionals, you will be able to chart a “roadmap” that makes sense for you.

Contact us today to learn more about our team and how we can work 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 First Street South, Winter Haven, FL 33880
863-298-3600 or 888-411-5049

BIO: Conley Thornhill works with high net worth individuals as well as institutional clients by delivering highly customized wealth management solutions. In addition, in 2010 and 2011 he was selected as one of the Barron’s Top 1,000 Advisors. Conley Thornhill is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Investment Management Analyst® designation. As a firm providing wealth management services to clients, we offer both investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information on the distinctions between our brokerage and investment advisory services, please speak with your Financial Advisor or visit our website at 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. is a subsidiary of UBS AG. Member FINRA/SIPC.

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