Download the 2022 Estate Planning Guide

Guide to Ensuring Your Legacy

You’ve worked hard over the years to build your net worth, which is why it is important to pass along as much of it as possible to future generations. Estate planning is a vital part of your overall financial planning that can protect your hard-earned estate.

UHY’s Estate and Trust Group can help you preserve your wealth and establish a plan to ensure your assets are transferred when you want, how you want, and to whom you want. There are diverse methods for accomplishing these goals, including wills, trusts, charitable giving, family wealth transfer and a wide variety of advanced planning techniques.

To enhance your experience, we will work with you to establish an all-inclusive estate plan that will help you reach all your goals. By utilizing our knowledge, you will be able to capitalize on your estate by minimizing your estate tax liability by either creating an estate for your heirs or allowing you to transfer your wealth to those you love. Working with us will allow you to protect the financial security of your family by letting you control your future estate transfers to the next generation for them to enjoy.

Download the guide using the form on this page and plan for your future today.