Choose USB as your estate trustee or executor.
While your first inclination may be to appoint a relative or friend as estate trustee for your important affairs, it’s important to realize that they are not usually professionals familiar with the intricacies of the legal requirements and may not always be objective when carrying out trustee services based on your plans. Worse, they could pass away or relinquish the estate trustee responsibility to another party.
Instead, consider leaving the role of estate trustee and executor to an objective Connecticut Wealth Management entity such as Union Savings Bank Trustee Services.
Choose USB as your estate trustee or executor.
While your first inclination may be to appoint a relative or friend as estate trustee for your important affairs, it’s important to realize that they are not usually professionals familiar with the intricacies of the legal requirements and may not always be objective when carrying out trustee services based on your plans. Worse, they could pass away or relinquish the estate trustee responsibility to another party.
Instead, consider leaving the role of estate trustee and executor to an objective Connecticut Wealth Management entity such as Union Savings Bank Trustee Services.
- Bring experience and an objective viewpoint in administering your legacy.
- Are dedicated to protecting your assets.
- Are up to date with changing regulations and requirements.
- Are fair and impartial, guided by your instructions.
- Can be counted on to carry out your wishes as outlined in your plans.
INVESTING & FINANCIAL PLANNING
We simplify financial planning and investment management services by keeping them under one roof, close by, comfortable and personable.
TRUST AND ESTATE PLANNING
Our Wealth Management Professionals can guide you through the process of setting up estate trusts and estate plans, designed to protect your wishes.