Trusts can help you plan for your and your loved ones’ future by helping you to control and preserve your wealth. This factsheet can help you decide when to consider using a trust, and various trust strategies that may help you accomplish your goals.
Please note: The complete factsheet, including important information and disclosures, can be downloaded via the link below.
Purpose of this material.
The information on this page and in the attached document is provided for informational and educational purposes only. It should be used solely for the purposes of discussion with your UBS Financial Advisor and your independent consideration. UBS does not intend this to be fiduciary or best interest investment advice or a recommendation that you take a particular course of action.
No tax or legal advice.
UBS Financial Services Inc., its affiliates and its employees do not provide tax or legal advice. You should consult with your personal tax and/or legal advisors regarding your particular situation.