We provide proactive planning and coordination for complex, tax-sensitive financial situations in the following areas:
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.
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.
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.
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.
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.
Find your local advisor and plan your financial future. With more than 240 financial advisors across 30 states and 100 offices, we can help you implement a financial plan tailored to your personal goals.
We’re here to listen. Tell us about yourself, and we’ll reach out to you at no cost or obligation.
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.