Estate + Financial Planning

FOR INDIVIDUALS

Leave your legacy.

We appreciate the significance of having to make a life-changing transition. When it comes to estate and financial planning, you need to know your fortune is in the right hands. At The ZLC Group CPAs, we help people leave a lasting legacy for their friends and family. That means sensible money management today, tomorrow, and into the future.

Here’s where we can help:

Asset Protection

If you’ve recently acquired assets through a will, trust, or other financial gift, you might be wondering if you have to pay taxes on those assets. With a proper asset protection plan in place, you might not have to. Let’s work together to find out what you’ve got and how we can help you retain as much of your wealth as possible.

trusts & estates

We understand that preparing your trust and estate tax returns can be a challenging task. What’s more, we respect and appreciate the legacy you wish to leave behind. Our team of experienced CPAs will help you execute a plan that maximizes your contributions and minimizes tax burdens at the same time.

Postmortem Tax Planning

Even if you have an estate plan in the books, it’s still a good idea to consider implementing a postmortem tax plan. In an already trying time for you and your family, we’ll help you reduce your taxes after death, disclaim assets to their rightful heirs, and prepare any estate liquidity to pay any postmortem taxes.

Need a hand with estate and financial planning?

We’ll make sure you and your family are well taken care of.