How much can you safely withdraw from your retirement funds without risking depletion? Which accounts should you tap first? The longer you spend in retirement—and for some that may be 30 years or more—the greater the impact these decisions can have on your retirement lifestyle and the value of the estate you leave behind.

You’ve decided it’s time to expand your business. What steps should you take to reach that next level? From financial planning to funding strategies to helping you protect your personal assets, we have the right information, experience and advice to help you grow your business and your success.

We have the resources and insight to address your legacy and estate planning needs so you can build a comprehensive plan for transitioning assets to future generations. If you’ve already crafted a plan, we’ll review it against your goals and an evolving tax landscape.*

* Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances.

We have the experience to help you with your future plans for your business—whether selling the business outright, taking some liquidity off the table, expanding the business or transferring it to the next generation. Proper planning can help avoid less favorable outcomes and unexpected consequences. Let us help you plan for your future of your business and family.