The Generation-Skipping Transfer (GST) Tax is a federal tax that applies to transfers of property to individuals two or more generations below the donor’s generation. It was designed to prevent families from avoiding estate and gift taxes through transfers to grandchildren or great-grandchildren. But what exactly triggers this tax, and how can it affect your…

Legacy letters and ethical wills are unique tools that allow individuals to pass down more than just material wealth to their loved ones. These personal documents share life lessons, values, and personal stories, bridging generations with wisdom and love. Unlike traditional wills, they are not legally binding but carry profound emotional significance. Have you considered…

Estate planning can feel like uncharted territory, especially for high net worth individuals facing unique challenges. How do you ensure your wealth serves your family’s future without getting lost in taxes or legal hurdles? With a diverse array of assets, from international investments to family businesses, creating a plan that protects your legacy requires more…

Are you facing the challenge of planning your estate with assets or beneficiaries spread across multiple countries? International estate planning can seem like a maze of legal complexities and tax implications. With assets and loved ones in more than one country, how do you ensure your estate is managed according to your wishes? At Unique…

You might be wondering when you should start thinking about creating an estate plan. This is a common question, and honestly, there’s no one-size-fits-all answer. Each stage of life brings its own set of considerations and challenges. Whether you’re just starting your career, growing a family, or planning for retirement, understanding when to start estate…

Are you concerned about ensuring your healthcare wishes are respected if you are ever in a situation where you cannot express them yourself? A Health Care Directive is a crucial tool in making this a reality. In this document, you express your healthcare preferences and appoint someone to speak for you when you cannot. This…

Are you passionate about your collection of art and collectibles? These treasures do more than just adorn our homes; they carry our stories, passions, and the essence of our cultural legacy. But have you considered how to preserve this legacy for the future? Ensuring your cherished items are passed on according to your wishes requires…