Experienced Estate Planning

An estate plan is essential, regardless of your financial situation. Whether it’s as simple as naming a 401k beneficiary or creating several different trusts, rely on Zajac Group to help.

Protect Your Legacy With the Right Plan

Your estate is everything you hold dear, but it will change as you enter new phases of life. Let us create an estate plan that meets your goals now and help you adjust it as your wealth, assets, and family plan change.

Comprehensive Estate Planning

Let us help you develop an estate plan that gives you more control over your wealth now and in the future to aid your lasting legacy.

Charitable Giving

We can help you create a plan for charitable donations and educate you on how they will impact your estate.

Estate Flow Chart Creation

You’ll get a customized estate flow chart to encompass the planning process, including the effective preservation, protection, and more.

Trust & Will Planning Strategies

Let us work with you on trust and will planning strategies that help protect what matters most with legal documentation.

Estate Tax Strategies

Let us help you plan ahead for any estate taxes as well as other tax benefits and strategies that may help you leave more to your heirs.

Long-Term Care & Costs

Relay your family health and care goals and needs to our advisors for an ideal solution to help ensure everything is taken care of.

Integrated Estate Guidance & Advice

At Zajac Group, your estate is safe in our hands. Your needs and your financial circumstances are our top priority, so we can create the best plan to help you protect the future care of your finances and legacy.

What You Leave Behind Matters

Let our advisors help you create a custom estate plan that provides more peace of mind. An estate plan is the first start to protecting your estate and your legacy.

Helping You Make Your Mark

The value of your estate and what you build during your lifetime is priceless. We take this seriously to provide advice that meets your needs.

Collaboration With Your Team

Whether you’re working with an estate attorney, a CPA, or a tax professional, we can collaborate with your financial team for a cohesive estate plan.

Plan for the Protection of Your Loved Ones

Estate planning can be emotionally charged. You’ll get the support and sensitivity of our advisors to help make planning for your estate easier.

Documented Support for Your Best Wishes

You’ll get a comprehensive estate plan and flow chart that supports your wishes with a strategy to help you grow, protect and transfer your wealth.

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