How do I transfer wealth to the next generation?

Union Savings Bank’s Wealth Management team routinely provides thorough financial planning services designed to maximize intergenerational wealth. We utilize a number of investment and tax planning strategies beneficial to your entire family. Some prefer gifts made to their children or grandchildren during their lifetime, while others plan for gifts following their death. Union Savings Bank Wealth Management can show you a number of tried and true planning strategies. Let us help you develop wise and effective strategies for your family.