Estate Planning Services

Estate Planning

Estate Planning Services
Minimize Taxes and Maximize Your Legacy

At Unison Direct, we understand that estate planning is about more than just wealth transfer, it’s about securing a legacy that lasts for generations. Our estate planning services are designed to help individuals, families, and business owners navigate the complexities of estate management, tax minimization, and asset protection. Whether you’re a high-net-worth individual, a small business owner, or part of a blended family, we offer tailored estate planning outsourcing solutions to ensure your wealth endures.

The Unison Direct Approach: Expert Estate Planning for Your Future

At Unison Direct, we combine estate planning expertise with personalized service. We work with you to understand your goals and develop a strategy that aligns with your wishes, minimizes taxes, and ensures that your estate is protected from probate. With our guidance, your estate plan will remain relevant and adaptable as life circumstances change.

Why Choose Unison Direct for Your Estate Planning Needs?

At Unison Direct, we provide outsourced estate planning services that help you prepare for the future with confidence. Our estate planning experts understand the intricacies involved in planning for life’s transitions, from wills and trusts to tax-efficient wealth transfer strategies. Here’s how we support your estate planning journey:
Comprehensive Estate Planning Solutions We offer a range of estate planning services to help you manage your assets and minimize estate taxes. Our estate planning advisory services include everything from business succession planning to family gift planning, ensuring your estate is structured for maximum benefit.
Wills, Trusts, and Estate Preparation Our wills and trusts services help protect your family’s financial future by ensuring your assets are distributed according to your wishes. We offer expert guidance in drafting and managing wills, trusts, and estate preparation services to safeguard your legacy.
Tailored Solutions for Every Stage of Life Whether you’re a young family, single parent, business owner, or planning for your retirement, our estate planning outsourcing solutions are designed to meet your unique needs. We offer specialized services for blended families, high-net-worth individuals, and even farmers, helping you secure the future of your loved ones.
4. Wealth Transfer & Charitable Giving Our wealth transfer strategies ensure your assets pass efficiently to the next generation. We also provide charitable gifting strategies, helping you maximize the impact of your philanthropy while optimizing tax benefits for your estate.
Probate & Estate Administration Support We provide probate and estate administration services to simplify the often complex legal processes involved in managing an estate. Our team works closely with your executor to ensure a smooth transition and compliance with all relevant laws.

Our Estate Planning Services Include

  1. Business Succession Planning:

    Ensuring the smooth transition of your business to future generations or chosen successors.

  2. Charitable Gifting Strategies:

    Maximizing the impact of your charitable contributions while minimizing estate taxes.

  3. Estate Tax Liability Analysis:

    In-depth assessments to minimize estate taxes and protect your wealth.

  4. Family Gift Planning:

    Structuring gifts to family members in a tax-efficient manner.

  5. Generation Skipping Transfer Tax Planning:

    Minimizing tax liabilities while benefiting future generations.

  6. Wealth Transfer Strategies:

    Thoughtful planning to ensure your wealth is passed on as you intend.

  7. Probate & Estate Administration:

    Handling the legal complexities of your estate with care and efficiency.

Protect Your Legacy with Unison Direct

Get in touch with our team of estate planning experts today and begin the process of securing your legacy with Unison Direct’s estate planning services. From wills and trusts to wealth transfer and estate tax strategies, we provide the tools and expertise to ensure your estate is managed according to your wishes.

Estate Planning for Every Need

At Unison Direct, we specialize in estate planning for various industries and life stages, including:

Estate planning for business owners: Securing the future of your business through strategic succession planning.
Estate planning for financial advisors: Helping financial advisors manage estate planning for their clients.
Estate planning for high-net-worth individuals: Offering specialized solutions to preserve and transfer wealth effectively.
Estate planning for young families and single parents: Structuring plans to safeguard your children’s future.
Estate planning for blended families: Navigating complex family dynamics with thoughtful, tax-efficient strategies.
Estate planning for small business owners and farmers: Creating plans that protect your hard-earned assets while planning for the future.

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.

Protect Your Legacy
with Unison Direct

Get in touch with our team of estate planning experts today and begin the process of securing your legacy with Unison Direct’s estate planning services. From wills and trusts to wealth transfer and estate tax strategies, we provide the tools and expertise to ensure your estate is managed according to your wishes.
Hire Us