Estate Planning & Administration

You've worked hard for what you have, and you want to preserve your wealth for future generations. UNION Savings BANK's Estate Planning and Administration services provide a plan to help plan and protect your assets today and for the future.

Estate Planning

• Create a blueprint for how your estate will be managed during your lifetime and thereafter. 
• We carefully consider all your aspects of your financial picture - personal objectives, the types, and values of your assets, and the tax implications of your decisions.
• Our staff works closely with your attorney, accountant and other members of your estate planning team to customize a plan that's tailored for you.

Estate Administration

• As the named executor, UNION Savings BANK will settle your estate based on your wishes see that the legal and reasonable instructions in your will are followed based on your instructions.
• Estate Administration services available include:                                                                                                                                                                                                                                     
  • Collecting, securing, and valuing assets.
  • Paying expenses, debts, and taxes.
  • Reviewing claims against the estate
  • Filing tax returns
  • Managing assets during the settlement (probate) period
  • Distributing assets as instructed in your will

Additional Information

Not FDIC insured.  NOT guaranteed by the financial institution or any Federal Government agency.  May lose value, and fees may reduce earnings. Neither UNION Savings BANK nor its employees, practice estate, or tax law. Professional counsel is recommended for tax and estate planning. The information contained in this site is meant to be for educational and informational purposes only and should not be interpreted as a representation, recommendation, or endorsement of any investment estate plan.