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Mission Statement
To educate individuals and families on the available methods
of protecting their hard-earned assets from unnecessary settlement
expenses, taxes and/or financial risks, and to support our clients
by providing the best possible "estate and financial solutions"
to their estate planning needs and concerns.
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Planning to Simply Show You Care
United Financial Systems, Corporation, in existence since 1982,
is dedicated to providing you with the best possible alternatives
to preserving your hard-earned assets. Our goal is to educate
the public on the various methods of accumulating, preserving,
and distributing wealth. We accomplish this through vairous methods
including seminars, workshops, one-on-one meetings, and the development
of education literature.
Read our brochure, Planning to Simply Show you Care, to get a better understanding of what's involved and what's at stake when it comes to your future and the future
of your loved ones.
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Questions and Answer Guide
It it's broadest sense, estate planning consists of the accumulation,
conservation, and distribution of one's estate. It is a fundamental
step of every person's financial plan. Just as it is important
to plan for your retirement or your children's education, so too
is it vitally important for you to plan what will happen to your
family and to your assets after you have passed. Without a secure
estate plan in place, you risk losing a significant portion of
this security to taxes, expenses, and even unwanted distribution.
Read our brochure, Planning with a Revocable Living Trust, to get a
better understanding of what can happen when we fail to plan effectively.
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