Legacy and Gift Planning

We help you give more to others.

Intelligent Giving

Warren Buffet, one of our heroes, once said: “Someone is sitting in the shade today because someone else planted a tree long ago.” Most of our members give back during their lives. Whether it’s a bowl of soup for a needy family, helping a grandchild attend college, or donating to a cause that’s close to your heart, we have plans that help you maximize the financial impact of your gift.

Knowing How Much to Give to Others

Do you know how much you can afford to give to others? Through our personalized spending and planning models, we estimate how much you will have in extra wealth, so you can make plans to help someone else get ahead.

Plan for “How,” Not Just “How Much”

How you give matters just as much as how much you give. United Income uses asset location across multiple account types to help reduce the tax burden associated with investment returns. We couple this with your United Income withdrawal strategy to make sure that the right account types are available for your legacy spending. This helps the people and organizations that you love get the most out of the gifts you give.