ESTATE PLANNING

INNOVATIVE, CREATIVE, COST-EFFECTIVE SOLUTIONS
Experience and creativity – and our clients’ trust – have positioned the USI Wealth Management Division on the leading edge of the estate planning field.

Of course, we can work with your attorney or make a recommendation to you from our established referral network. Our discussions with clients include:

• Wills
• Living Trusts
• Irrevocable Trusts
• Executors, Trustees & Guardians
• Life Insurance Trusts
• Charitable Giving Programs
• Children’s Trusts
• Health Care Documents

USI CLIENTS BENEFIT FROM EXPERT ASSISTANCE
Estate taxes are the highest taxes any individual will face. As legislation and techniques evolve, passing assets to our children and grandchildren becomes ever more complex. Our goal is to help reduce estate taxes and expenses while providing proper planning to enable each of our clients to “live” well beyond their years.

Our clients include:
• Small & Family Businesses
• Physicians
• Law Firms
• Real Estate Agents
• Professional Athletes
• Public Companies