ESTATE PLANNING
ESTATE PLANNING
ESTATE PLANNING
Estate planning can have different objectives for different people.  Zhang & Associates will analyze individual situations and provide advice that will fit each individual’s specific situation.  Estate planning focuses on arranging your business and personal affairs to maximize the value of your estate to be transferred to your next generation.

Significant topics of estate planning may include:
  • Creating a plan
  • Analysis of methods of transferring your estate
  • Taxes at death
  • Life insurance
  • Planning for incapacity

We will work with you and your wealth management team to provide integrated solutions to preserve and transfer wealth and property for individuals, families and businesses to the next generation.

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