Connect with a financial advisor: 833-346-5433
Connect with a financial advisor

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.

More Than 240 Financial Advisors In 100 Offices To Serve You

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.

See All Financial Advisory Locations

Speak With a Financial Advisor

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Want to speak with us now? Give us a call at 833-346-5433

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.