Estate Planning

You have worked diligently for years accumulating assets and having your money work for you. Make sure that hard work is not consumed by taxes. Let our advisors put a plan together that helps ensure the wishes you have for your estate.

Planning to leave some of your assets to:

• A Spouse
• Children
• Grandchildren
• A Charity
• An Alma Mater

Did you know that every year large parts of estates are reduced by tax burdens, leaving less to those intended groups? Our advisors can reduce these burdens through proper planning and utilizing the proper investment vehicles.

Let us preserve your estate, contact us today Toll-Free (888) 263-3545.

Obtain the confidence that comes from having a well-planned estate.

Union Investment Services, Inc., a subsidiary of Union First Market Bankshares Corporation, was established to make various investment products and financial planning available to bank customers and residents of the communities we serve.

Securities are offered exclusively through Raymond James Financial Services, Inc., Member FINRA/SIPC.

Union Investment Services, Inc. and Union First Market Bankshares Corporation are independent of Raymond James Financial Services, Inc.