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Preserving, creating and transferring wealth.

We provide proactive planning and coordination for complex, tax-sensitive financial situations in the following areas:

Family foundations.

Families looking for an effective way to fulfill charitable intentions and to use values, skills and creativity to make positive changes within a community may want to consider a private family foundation.

Reasons to consider trusts.

Throughout your lifetime, there are only five things you do with money – earn, spend, save, invest or give it away. In death, however, your money can only do three things – go to family, charity, or the IRS.

Settling a loved one's estate.

Losing a loved one is difficult for the survivors. Compounding grief’s toll is the fact you must also address certain legal and financial matters.

Types of trusts.

Trusts allow you to manage your property, control your wealth, and minimize the amount that goes to pay taxes. There are many varieties of trusts, each designed to accomplish a specific goal.

Fair but not equal in estate planning.

Throughout their formative years, children challenge parents’ definitions of fairness. In some households, fair means equal shares. Others take a “we love you all the same but give according to need” approach.

We want to know what makes you, you. That’s what makes us, us.

Find a personal financial advisor near you, and start living the life you want.

With over 240 advisors in 70+ offices across 30 states, you can find an advisor near you to create a financial plan tailored to your personal goals.

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United Capital does not provide tax or legal advice. Estate planning can involve a complex web of tax rules and regulations. Please consider the counsel of an experienced tax or legal professional before implementing any strategy.

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