Your assets and everything you build throughout your life deserve protection. Let us help you develop an estate plan that gives you more control over your wealth to aid your lasting legacy.
Whether you have donated to charities during your lifetime or want to leave some assets in your will, we can help you create a plan for charitable donations and educate you on how they will impact your estate.
You’ll get a customized estate flow chart to encompass the entire planning process, including the effective preservation, protection, and potential increase of your estate. We’ll help you plan for it all.
You’ll want to make sure your assets, property, and finances are distributed properly. Let us work with you on trust and will planning strategies that help protect what matters most with legal documentation.
Estate taxes can be complex and often expensive. 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.
Your estate plan is specific to your future needs for more security, family care costs, and more. Relay your family goals and needs to our advisors for an ideal solution to help ensure everything is taken care of.
The value of your estate and what you build during your lifetime is priceless. At Zajac Group, we understand this and take it seriously to provide estate planning advice that meets your needs.
Estate planning can be emotionally charged. You’ll get the support and sensitivity of our advisors to help make planning for your estate easy, so your loved ones can avoid probate in court later on.
Whether you’re working with an estate attorney, a CPA, or a tax professional, we can collaborate with your financial team to help you build a cohesive estate plan that accounts for all your wealth.
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. Make your estate a lasting family legacy.