Secure Your Legacy
with Expert Estate Planning
Why Choose Unison Direct for Estate Planning?
Customized solutions to protect your personal assets and ensure a smooth transfer of wealth.
Reduce the burden of estate management by outsourcing complex estate tasks to our experts.
Protect global assets through offshore estate planning strategies that ensure compliance.
Safeguard business continuity and mitigate succession risks.
Wills & Trusts Planning Outsourcing:
Create legally sound wills and trusts that secure your family’s future.
Tailored strategies to preserve and transfer wealth across generations.
Minimize tax liabilities with expert inheritance tax planning.
Receive personalized guidance from industry-leading estate planning experts.
Ensure seamless wealth transfer with customized estate solutions.
Industry-Specific Estate Planning Expertise
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Business Owners and Entrepreneurs:
Outsourced estate planning services to ensure business continuity and protect assets. -
High-Net-Worth Individuals:
Advanced estate planning to secure wealth and minimize tax burdens. -
Real Estate Investors:
Specialized wills and trusts planning to protect real estate assets. -
Healthcare Professionals and Law Firms:
Tailored estate solutions to safeguard professional practices. -
Family-Owned Businesses:
Estate planning services that preserve family legacies and mitigate succession challenges. -
Media and Entertainment Industry:
Estate solutions that protect intellectual property and ensure future income.
How Our Estate Planning Services Add Value
Key Benefits of Our Estate Planning Services
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Reduced Tax Liabilities:
Optimize inheritance and estate taxes to preserve family wealth. -
Legal Protection for Assets:
Safeguard wealth with legally compliant estate plans. -
Family Security and Peace of Mind:
Ensure financial security for your loved ones. -
Streamlined Wealth Transfer:
Prevent delays and disputes with a structured estate plan.
Our Estate Planning Process
FAQs
Unison Globus stands out due to our commitment to minimizing estate taxes and maximizing value. Our approach to estate planning is nuanced, focusing on effective asset evaluation, growth forecasting, and strategic tax minimization. We ensure that your estate planning aligns with your wishes, offering comprehensive solutions including business succession planning, charitable gifting strategies, and more.
Estate planning is crucial for anyone interested in securing their financial future. It’s not just for the affluent; if you own real estate, have retirement accounts like IRAs or 401ks, or hold insurance policies, you need strategic estate planning. Unison Globus offers specialized expertise in all facets of estate planning, ensuring your legacy is well protected.
We focus on organizing your estate planning documents for easy and effective management. Our team adapts your plan to suit changing life circumstances and financial assets, ensuring it remains relevant. We provide a comprehensive service scale, including Estate Tax Liability Analysis, Family Gift Planning, and Generation Skipping Transfer Tax strategies.
Absolutely. Business success planning and wealth transfer strategies are integral parts of our services. We ensure a smooth transition of your business to your chosen successors and employ thoughtful planning to transfer your wealth according to your wishes, efficiently and tax-effectively.
We utilize various strategies, like charitable gifting strategies, to optimize tax benefits and maximize the impact of your philanthropy. Additionally, our Estate Tax Liability Analysis helps in minimizing potential estate taxes, ensuring a more substantial transfer of wealth to your heirs.
Maintaining your privacy is a top priority at Unison Globus. We handle all aspects of your estate planning with the utmost confidentiality, ensuring your personal and financial information is secure and private throughout the planning process.
Yes, adaptability is a key feature of our estate planning services. We continually monitor any changes in your life circumstances and financial assets, discussing and implementing necessary amendments to your estate plan over time. This implies that your estate plan will always be in line with your objectives for the future and your present circumstances.