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
  • Revocable/Irrevocable Trust asset management
  • Guardianships
  • Annual gifting
  • Charitable Gifting (Private foundations and Public charities)