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In this guide, we try to simplify and summarize some of the key aspects of federal and state income and wealth transfer taxes. It’s a reference guide that aims to help answer questions. We focus on how these taxes apply to individuals and explore some planning strategies for potentially minimizing taxes and achieving other wealth planning objectives. Our goal is to enable readers to enhance their financial well-being through a fuller understanding of the implications of tax laws and planning strategies.

Please note: The complete publication, including important information and disclosures, can be downloaded via the link below.

Browse additional articles available from UBS Advanced Planning on topics of interest to ultra high net worth clients and their families.

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.

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