| ESTATE
PLANNING
PLANNING FOR YOUR FUTURE, AND BEYOND
Estate planning is the process of systematically
preparing for the disposition of our clients’
wealth. While estate tax minimization is a primary
goal, how you want your assets to be owned, managed
and preserved during your lifetime – and
how you want them disposed of upon your death
– are matters that require experienced,
thoughtful and creative consideration.
USI Estate Planning experts provide a properly
prepared plan to meet your goals – to give
what you own to whom you want to receive it, the
way you want them to receive it and when you want
them to receive it. We’ll help you plan
for your disability and direct
the distribution of your property. We’ll
design your plan to help minimize taxes, professional
fees and court costs. And, most importantly,
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