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estate planning Archives

Is a 529 a part of your estate plan?

Estate plans are about more than passing along assets at death. These plans are often composed of an array of legal tools that are designed to help ensure future financial security in any number of situations. Trusts can help ensure assets are passed smoothly while generally avoiding the court process referred to as probate as well as provide guidance in the event you are seriously injured and unable to express your wishes for how finances or medical care should be handled while business succession plans can be developed to help transition business ownership during retirement.

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Zapolis & Associates, P.C.
9991 191st Street
Mokena, IL 60448

Phone: 708-390-8936
Phone: 708-478-5050
Fax: 708-478-5052
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