Infographic about estate and gift tax planning, with sections on taxes, trusts, and deductions, including icons of a dollar sign, a house, and a gift box.

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.