Estate Services That Simplify and Protect, Today and Tomorrow
Estate planning ensures the well being of your family and heirs and provides for their future financial and legal protection. Your estate plan also determines how your legacy will be preserved for future generations, and how decisions will be made if you no longer can execute them yourself.
Acting as your executor Union Savings Bank's Wealth Management Estate Services can address your unique goals, wishes and streamline complex estate and probate processes.
We will work to preserve your beneficiaries’ inheritance by working to reduce the cost of future estate and/or inheritance taxes through related guidance and direction based on years of experience and knowledge.
Consult your tax advisor for information regarding your taxes.
Securities and investment products and services are not insured by the FDIC or any other government agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.