Union Savings Bank

Types of Trusts

Revocable Living Trust
Can bypass probate and is vital for estate planning.
Testamentary Trust
Assures the long-term fulfillment of your wishes.
Charitable Remainder Trust
Prescribes a future gift to charity for retaining income.
Marital Trust
One spouse can transfer unlimited property to the other without gift or estate taxes.
Generation Skipping Trust (GST)
Benefits descendants beyond the grantor’s children.
Life Insurance Trust
Covers premiums, collects death benefits, and may shield assets from estate taxes.

Estate Planning

Without a valid will, your estate could be distributed based on state intestacy laws, potentially missing out on tax-saving opportunities for you and your family. That’s where we come in. One of the most valuable services we provide to our clients is peace of mind.

Wealth Services

Discover additional solutions designed to meet your unique financial goals
Financial Planning
Financial Planning
Holistic investment plans tailored to your goals. We create a planning process and uncover the perfect strategies for your individual needs.
Investment Management
Investment Management
Traditional investment management served with a personal touch. We craft bespoken financial plans aligning with your personal goals and aspirations, diversifying across all asset classes.
Brokerage & Insurance
Brokerage & Insurance
Our partnership with Raymond James Financial Services provides access to a suite of mutual funds, 401k plans, annuities, and more.


Not FDIC Insured. No Bank Guarantee. May Lose Value.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Advangelists Pixel