Estate Planning

United Team Tax was founded with the goal of providing a comprehensive approach to both immediate tax preparation and long-term tax strategy.

Do you have a will? While most Americans understand the importance of having a Will, nearly 60% still don’t have one. Many put it off for various reasons, but estate planning doesn’t have to be complex or costly—regardless of the size of your estate.Taking the time to plan now ensures that your wishes are honored, giving you peace of mind for whatever the future holds.

It's a universal truth that you can't take it with you. Will your heirs have to pay for what you leave behind? When someone passes away, their affairs must be settled—debts paid, property accounted for, and assets distributed to their chosen heirs. Without proper planning, state law typically requires this process to go through probate, which can take months and involve costly court proceedings. Since probate is often time-consuming, expensive, and avoidable, smart planning now can help protect your loved ones from unnecessary burdens in the future.

We understand that thinking about and discussing our own mortality can be uncomfortable. However, taking the time to prepare a few key legal documents with the guidance of an experienced professional can help protect everything you’ve worked for—keeping your assets out of probate and minimizing unnecessary taxes. Get answers to your estate planning questions and create a personalized plan that fits you and your family’s needs. Don’t put this important decision off any longer—you’ll be glad you took the step.