The right balance between risk and return for you depends on your portfolio's performance relative to your needs and goals-including your desire to preserve your wealth to benefit your heirs and other people and causes you care about. As your financial requirements change over time, so may your investment decisions - and your appetite for risk. How frequently do you reassess key financial considerations, including asset allocation and portfolio diversification as your income, asset base, and goal timeframes evolve? An estate plan can help you enjoy the benefits of your success today, while providing for others in the future. Putting a plan in place, however, can be a challenge. The first step is to ask and answer tough questions, including: How do you want to provide for your spouse and/or children? Are there others that you'd like to provide for? Is there a special charity or cause you'd like to support? Is there a family business to pass on? What is your estate's potential tax liability - and how will you fund it to avoid burdening your heirs? Who will manage your affairs?
An experienced UBS Financial Advisor can help you assemble a team of wealth management professionals - in insurance, trusts and financial planning - who can work closely with you and your trusted advisors.1 Together, they can help you make complex financial decisions: identify strategies for efficiently managing estate taxes, plan a business succession, maximize gifts to loved ones or charities, identify sources of liquidity to help pay estate taxes. And more.
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