Skip to main content

  • Home
  • About 
    • Our Philosophy
    • Our Process
    • Our Team
  • Our Services 
    • Our Services
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Estate planning
    • Tax Strategies
    • Insurance strategies
  • Resources 
    • Financial Calculators
    • Useful Websites
  • Careers
  • Contact
  • Client Login

    You are here

  1. Home
  2. Our Services
  3. Estate planning

Estate planning

Planning for the transfer of assets at death is a critical element of financial planning, especially if there are other individuals who are dependent upon the assets for their financial security. Planning for estate transfer can be as simple as drafting a will, which is essential to ensure that assets are transferred according to the wishes of the decedent. Larger estates may be confronted with settlement costs and sizable death taxes which could force liquidation if the proper planning is not done. When proper planning is overlooked, taxes and unforeseen events can result in a significant loss of value to assets. 

Unified Wealth Management’s Estate Planning solutions include:

  • Minimizing Estate Tax
  • Maximizing Wealth Transfer
  • LIT/QTIP
  • Revocable/Irrevocable Trust asset management
  • Guardianships
  • Annual gifting
  • Charitable Gifting (Private foundations and Public charities)
     

Our Services

  • Our Services
  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Estate planning
  • Tax Strategies
  • Insurance strategies

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 727-216-8051
Fax: 727-400-3231

Email: zhobby@unifiedwm.com

Address: 220 Pine Ave. N Suite A, Oldsmar, FL 34677

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

© 2022 Unified Wealth Management. All rights reserved.

Website Design For Financial Services Professionals