Home / Tax and estate planning
Tax and estate planning
Keep more of it, and pass it on the way you intend
Taxes and estate decisions touch everything else in the plan. Our advanced planning is led by Ben McLintock, J.D., LL.M., CFP®, and coordinated with your own CPA and attorney.
What advanced planning covers
Wealth transfer and trusts*
Moving wealth to the next generation in a way that fits your family, with structures set up by your attorney and kept current by us.
Tax-aware investing and income
Which account to hold what in, which to draw from first, and when to realize gains.
Business succession*
Ownership transfer, buy-sell planning and the estate side of a business exit.
Charitable giving
Giving strategies that line up generosity with tax efficiency. Ben is also a Certified Fund Raising Executive.
Asset protection
Reviewing how assets are titled and insured so a single event does not undo decades of work.
Mineral, land and farm interests
Common in Oklahoma, Arkansas and West Texas estates, and best planned for well before they change hands.
*Provided with the help of the firm's third-party strategic partners.
Free white paper
Where the Federal Dollar Goes
Federal spending in FY2025, the 12 year trend, three paths to fiscal balance and what each could mean for taxes and investors.
Get the white paperNear you
Offices in Oklahoma, Arkansas and Texas
Oklahoma City
6303 Waterford Boulevard, Suite 125, Oklahoma City
Rick M. Hadrava, Kip Nichols
Meet the teamArkansasNorthwest Arkansas
3300 S Market Street, Suite 404, Rogers
Scott H. Shepherd, Randy S. Koontz, Aaron Jurgensmeyer, Ben R. McLintock, Brad Blankenship
Meet the teamTexasOdessa and the Permian Basin
1921 E 37th Street, Suite B, Odessa
Kathy McIntyre, Steve R. Hurt
Meet the teamQuestions we get asked
Do you replace my CPA or attorney?
No. We coordinate with them. Our job is to make sure the investment, tax and estate pieces fit together, and that nothing falls between them.
Do you give legal or tax advice?
Our content is educational, and your own attorney and CPA advise on legal and tax matters. Planning that touches trusts and estates is provided with the help of the firm's strategic partners.
Is Uniting Wealth Partners a fiduciary?
Yes. Uniting Wealth Partners is an independent firm registered with the U.S. Securities and Exchange Commission as an investment adviser, and our advisors are held to the fiduciary standard, which means acting in your best interest. Registration as an investment adviser does not imply a certain level of skill or training.
What happens on the 20 minute call?
We ask what you are working toward and what is keeping you up at night, and you ask us anything. If it looks like a fit, we suggest a next step. If it does not, we say so. There is no cost and no obligation.
Twenty minutes, no obligation
A short introductory call to hear what you are working toward and whether we are the right fit. It is a conversation with a fiduciary, not a sales pitch.