ESTATE PLANNING

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ZBookeeperz, LLC is a professional bookkeeping service that specializes in assisting individuals with their small Estate Planning. It is my passion to see YOU be prepared and help protect your family and Estate when end time comes. My 20+ years of experience using my gift of Administration, organization, and Planning merits these services today. If you don’t decide now, who will be in charge and carry out your wishes?

 

Prov. 13:22 say “A good man leaves an inheritance for their children and children’s children."

 

 It is our goal:

• To help you begin Estate planning for the future in a simplified way.                                               “Don't talk about it; be about it." 

• Assist you in sparing your loved one’s extra grief, burden, anxiety, and expenses during your end time.

• Today is an opportunity to change this for your children and leave a positive legacy.

 

 

What is Estate Planning?

Estate planning is the process of anticipating and arranging, during a person’s life, for the disposal of their estate. 

 

Allows you to:

• Organize all of your important information in one convenient place so you can begin writing or updating your will. 

• Make it easy for family members to find critical document.

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It will help you gather:

• A detailed record of all assets

• Bank accounts, insurance policies and other financial details

• Family and legal contacts

• Memorial arrangements and who should be notified

• Current desires for distribution of property

 

Why Estate Planning?  Glad you asked

1. Could help impact your children from not having financial struggles in the future. 

2. Prevent the struggles of having chicken dinner sales and go fund me accounts. 

3. Help cover cost of nursing homes or long term care facilities, if needed. 

4. Estate Planning is a focused protection plan and gives Peace of Mind.