Do you have a current and properly drafted will, living will and trusts that will dispose of your estate in the most tax-efficient manner and continue your legacy according to your promises, core value and your wishes?
We will work with you and an estate planning attorney to document your intentions and find answers to the following questions.
Determination of Taxable Estate
Is my estate subject to taxation?
Establishing Key Estate Planning Documents
What estate planning documents do I need?
Minimizing Estate Tax Liability
How do I lower my estate tax liability?
*Disclosure: Neither United Planners Financial Services of America, nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.