Life and Legacy: Charting a Start

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 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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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. Any discussion of tax matters contained 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 Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter(s). 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.
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