Building wealth takes a lifetime of hard work and careful financial decisions. Having a well-crafted estate plan ensures your money and property are distributed exactly how and where you want — during your lifetime or after you’ve gone. At Z to A Financial, we help you create a clear roadmap for your legacy. Whether your desire is caring for your loved ones or funding your favorite philanthropic ventures, we can help ensure your investments are allocated according to your exact wishes.
Without proper instructions in place, state laws often dictate what happens to your property, such as your savings, your home, your car, and businesses, if you own any. This can lead to lengthy legal processes, unexpected tax burdens, and unnecessary stress for your family during a difficult time.
Working with a financial advisor, along with your attorney and tax advisor, can help you prevent these unfortunate outcomes by setting a definitive strategy to preserve the value of your assets. Estate planning can help you organize your affairs, communicate your intentions, and provide peace of mind that you have taken steps to prepare for the future. We are committed to presenting you with all the options available for your specific wishes, so you can make the best decision possible for you and your family.
Securing an estate plan is something that’s commonly overlooked due to a lack of awareness of the need for it. However, it’s not just for people with a million-dollar net worth. Regardless of your financial picture, managing the future of your assets can be daunting to think about doing on your own. Your financial advisor can help you evaluate estate planning considerations and work with your legal and tax professionals to identify strategies that may be appropriate for your situation.
Led by Zachariah Robinson, ChFC®, CLU®, RICP®, the team at Z to A Financial believes that hard-earned assets should go to exactly whom and where you want them. Helping you to plan now, with the end in mind, allows you to live fully and freely, knowing you’ve done your part in securing your financial longevity.
We take the time to understand your unique family dynamics, financial situation, and long-term goals.
We collaborate with you and do our due diligence to research solutions and, ultimately, structure your assets most preferably and efficiently.
We are creatives and educators at heart; we put our all into crafting your plan as specifically as possible and walking you through every step.
We focus on securing a smooth transition of wealth, keeping in mind potential tax liabilities.
Because we understand how often life and the law change, we plan with flexibility, regularly reviewing your strategy to adapt it as needed when uncontrollables occur.
Note: We are not attorneys and do not give legal advice. We are not CPAs and do not give tax advice.
Take control of your legacy right now. Contact our office to schedule a consultation and begin securing a strong foundation for your family’s future.