How do I leave a legacy?
Union Savings Bank’s Wealth Management team can help ensure your personal objectives and legacy goals are realized. While this often requires advanced trust and estate planning, our Trust Department is uniquely qualified to assist in structuring your investments to achieve maximum charitable benefit. Whether your intention is to leave funds to charity through gifts and bequests, or provide a personal legacy to your children and grandchildren, Union Savings Bank can help you formulate a personal plan. Wealth Management’s comprehensive financial planning services, when coupled with our custom portfolio management and trust and estate planning capabilities, can provide the building blocks to your personal legacy.