An estate plan plays an essential role in preserving wealth for the future. As experienced financial professionals and tax CPAs in McKinney, we specialize in estate planning for individuals and business owners to safeguard their wealth. We employ a number of proven tax planning strategies to ensure that your beneficiaries are minimally taxed on your assets, and that the funds will be transferred to them in an organized and timely manner. When our team in McKinney works with you on estate planning, we'll tailor it to your desires, time frame, and financial situation to ensure it's a true reflection of your goals.
ZIGO PLLC is devoted to delivering unparalleled customer service with a personal touch for those in need of estate planning or trusts. We firmly believe that the most important step in designing an appropriate estate plan is listening, so we take the time to learn all we can about each of our clients before we start building their unique plan. We then outline an estate plan to match their particular needs and preferences, while protecting assets for their beneficiaries.
Our McKinney, TX succession, trust, and estate planning is deeply invested in upholding the fiscal interests of our clients and their families. Contact us at 314-703-3745 for a free initial consultation. Working together with our estate and succession planning team in McKinney, we will devise a practical trust and estate plan that will financially prepare you and your loved ones for what lies ahead.
