Estate Planning

Estate Planning

Estate Planning that
Minimizes Taxes, Maximizes Value

In the complex world of estate planning, Unison Globus emerges as a beacon of proficiency and foresight. Our services are designed to ensure your wealth not only endures but thrives, leaving a profound and lasting impact on those you cherish.

Understanding that wealth accumulation is a testament to your life’s work, we commit to its preservation at every turn of your financial journey. This commitment is vital, whether navigating through planned milestones or adapting to life’s unforeseen twists.

Estate planning is not reserved for the affluent alone; it’s a crucial step for anyone who has laid the groundwork for financial security. Owning real estate, holding retirement accounts like IRAs or 401ks, or having insurance policies all signal a need for strategic estate planning. Our specialized team, well-versed in the nuances of estate planning in the USA, including estate preparation, estate distribution, and estate administration services, stands ready to assist.

Unison Globus, your partner in securing a legacy that resonates across generations, is here to guide you. Whether it’s Wealth
Transfer Planning, Corporate Estate Planning, or navigating the complexities of Estate Tax Planning,
Our experts bring modified solutions to the table.

Expert Estate Planning to Guide Your

Loved Ones and Safeguard Your Legacy

At Unison Globus, we stand as your financial planning consultants, dedicated to expertly guiding your journey towards a future of well-managed retirement and estate planning.

Strategic Estate Planning
for Optimal Value

Estate planning transcends the simple allocation of assets; it’s a nuanced process of evaluating your estate, forecasting its growth, and meticulously planning for its future. At Unison Globus, we focus on crafting a strategy that reduces estate taxes, ensuring the beneficiaries and charities of your choice receive the maximum value of your legacy.
As your reliable advisors, Unison Globus offers comprehensive assistance in all realms of estate planning from an accounting viewpoint. We understand the intricacies involved in estate measurement, the designation of trustworthy executors, and the strategic minimization of estate taxes.
Planning is paramount, and this is where Unison Globus excels.

Our suite of Estate Planning
Services includes

Business Succession Planning: Ensuring the flawless transition of your business to the next generation or chosen successors.
Charitable Gifting Strategies: Maximizing the impact of your philanthropy while optimizing tax benefits.
Estate Tax Liability Analysis: In-depth assessments to minimize potential estate taxes.
Family Gift Planning: Structuring gifts to family members in a tax-efficient manner.
Generation Skipping Transfer Tax: Navigating complex tax scenarios to benefit future generations.
Transfer of Business Ownership: Crafting strategies for the smooth transfer of your business legacy.
Wealth Transfer Strategies: Thoughtful planning to ensure your wealth is transferred according to your wishes.

Why Choose
Unison Globus
for Estate Planning?

At Unison Globus, we recognize the fundamental importance of estate planning in securing your future. It’s about meticulously organizing and managing your estate to reflect your wishes accurately.

Ensuring Effective Management and
Future-Proofing Your Estate

We streamline your estate planning process, ensuring easy management and effective control over your estate. With our expert guidance, your estate planning documents will be well-organized and reflective of your desires. As life progresses, we’re committed to adapting your estate plan to align with any changes in circumstances or financial assets, guaranteeing that it remains relevant and effective.

Our Dedication

Safeguarding Your Legacy

  • Protecting Assets
  • Avoiding Probate
  • Saving Taxes
  • Efficient Division of Assets
  • Maintaining Privacy
  • Maximizing Wealth Transfer

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 Succession 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.

Prepare for the Future
with Confidence:
Create Your Legacy
with Unison Globus

With Unison Globus, you’re choosing a partner dedicated to the comprehensive, careful, and empathetic management of your estate planning needs.

Hire Us