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 that will help ensure your family’s future will be protected. [emember_protected custom_msg=”Click here and register now to read the rest of the article!”]
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.
CREDITS
column by CONLEY THORNHILL
BIO: Conley 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 Advisor’s. Conley Thornhill is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Investment Management Analyst® designation.
This column is sponsored by The Thornhill Wealth Management Group. Contact us today to learn more about our team and how we can partner with you. G. Conley Thornhill, CFP®, CIMA®, the Senior Vice President-Wealth Management, or Eric E. Johnson, CFP®, CIMA®, Account Vice President, can be reached at (863) 298-3600 or toll free at (888) 411-5049. Email Conley at conley.thornhill@ubs.com or Eric at eric.e.johnson@ubs.com.
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