Wealth Management*

Trust & Estate Planning

We'll Look Out for Your Family.

We can help you build a lasting legacy with trust and estate planning strategies that reflect your unique goals. Our trust officers, in conjunction with legal counsel,  will develop and administer a plan to help preserve your hard earned assets and allow you to transfer them during your lifetime and beyond, while also balancing your current and future needs for income and tax management.

• Serving clients as trustee for over 30 years
• Pride in our client relationships, spanning decades and even generations

Trust

In developing a trust, we listen carefully to your needs and your future intentions, crafting a plan that can:

• Preserve your beneficiaries' inheritance
• Reduce the cost of future estate and/or inheritance taxes
• Streamline the complex probate process
• Expedite and clarify the distribution of assets
• Ensure your unique goals and wishes are accomplished

Estate Planning

The importance of a will cannot be overstated. If you possess any assets or property, you need a legally-valid will, as well as a trustworthy and experienced executor to ensure your intentions are carried out when you are gone.

At USB, we provide dedicated staff, experience and specialized skills in all aspects of estate administration. Choosing USB as your executor can give you peace of mind that your intentions will be followed and your family will be protected.

• We remain objective and free from personal bias at all times
• We are experienced in handling all types of assets and in making informed tax and investment decisions
• We remain informed of any new and existing laws and regulations which could impact estate planning, taxation and the distribution of your assets

Contact Us

Whether you're considering a trust or estate plan or already have one in place, we invite you to learn more about how we may be of service.

Pat Carlson
Vice President
Senior Trust Officer
Trust Administration
860-567-6412
pcarlson@unionsavings.com

Investment products offered by Wealth Management are not insured by the FDIC or any other government agency, are not deposits or other obligations of, or guaranteed by, Union Savings Bank, and are subject to investment risk, including possible loss of value.