U.S. Trust Wealth Offering Focuses on the Young and the Aging

It aims to focus clients' attention on what messages about wealth they hope to convey to their children; their attitudes toward work, personal integrity and social awareness; their philanthropic interests; what they as a family truly care about; and how those concerns can be carried forward in the context of activities like trust and estate planning.

Working with a U.S. Trust specialist, participants identify values and goals and also diagnose gaps in financial knowledge, then receive a customized program that can be delivered online, in one-on-one sessions or in groups for the entire family.

Older Generation

The ElderCare Planning program addresses specific planning issues related to aging, and provides support and guidance for decisions clients will face as they make later-life plans for themselves and other family members.

The program offers these services:

• Assistance in gathering and organizing critical financial, legal and medical information, determining whether a family member needs some form of assistance and assembling documents and sharing them with appropriate family members as early as possible in order to reduce stress and facilitate their handling later.
• Access to a dedicated team of elder care planning specialists through partnership with external organizations who work with U.S. Trust clients on a preferred basis and at specially negotiated prices.
• Help with important financial planning for longevity—including budgeting assistance, retirement asset planning, provision of longevity and long-term care insurance and assessments of other ways of financing long-term care arrangements.
• Gift and estate planning for anyone who needs assistance.