Estate & Gift Tax Planning
Preserve your legacy and minimize tax burdens for future generations with strategic estate and gift tax planning from Unified Consulting & Tax. Our team helps individuals and families navigate complex tax laws to transfer wealth efficiently and in alignment with your goals.
Whether you’re planning ahead or managing a current estate, we’ll design tailored strategies to protect your assets and reduce estate, gift, and inheritance taxes.
✅ Our Services Include:
Comprehensive estate tax planning and projections
Gift tax strategies and compliance (Form 709 preparation)
Trust and charitable giving planning
Family wealth transfer strategies
Coordination with attorneys and financial advisors for seamless execution
With Unified Consulting & Tax, you’ll gain peace of mind knowing your loved ones are protected and your legacy is secure.
📞 Plan today to secure tomorrow. Schedule a confidential consultation with our team.