You work hard to accumulate your wealth and you should have the tools to preserve it for
your future. That's why at Zik LLC, we focus on helping each client systematically
prepare for its disposition.
Estate taxes are the highest taxes many individuals will face, and minimizing these
taxes remains one of our main goals. Yet, how our clients' assets are owned, managed
and preserved during their lifetimes — and how they'd prefer to have them disposed
upon death — are all matters that require experience, forward thinking and creative
considerations.
Zik LLC Estate Planning professionals are dedicated to providing a level of proper
planning that enables each client to leave behind a legacy that will exist well beyond his
or her years. These professionals have the expertise and experience to support our
clients goals. An incisive grasp of investments and insurance, along with decades of
proficiency in pension and estate planning, allow us to help clients create the wealth
they deserve, preserve the integrity of their businesses, and protect the security of their
futures.
Zik LLC Estate Planning Areas of Concentration include:
• Estate Planning and Liquidity funding
• Business Needs Coverage including:
o Key Person
o Buy/Sell
o Deferred Compensation
• Qualified Plans such as:
o Pension and Profit
o 412(i)s
o Deferred Compensation
• Charitable Planning including:
o CRTs
o CRATs
o CLATs
o Private Foundations
• ESOP and COLI
o Family Needs Coverage
your future. That's why at Zik LLC, we focus on helping each client systematically
prepare for its disposition.
Estate taxes are the highest taxes many individuals will face, and minimizing these
taxes remains one of our main goals. Yet, how our clients' assets are owned, managed
and preserved during their lifetimes — and how they'd prefer to have them disposed
upon death — are all matters that require experience, forward thinking and creative
considerations.
Zik LLC Estate Planning professionals are dedicated to providing a level of proper
planning that enables each client to leave behind a legacy that will exist well beyond his
or her years. These professionals have the expertise and experience to support our
clients goals. An incisive grasp of investments and insurance, along with decades of
proficiency in pension and estate planning, allow us to help clients create the wealth
they deserve, preserve the integrity of their businesses, and protect the security of their
futures.
Zik LLC Estate Planning Areas of Concentration include:
• Estate Planning and Liquidity funding
• Business Needs Coverage including:
o Key Person
o Buy/Sell
o Deferred Compensation
• Qualified Plans such as:
o Pension and Profit
o 412(i)s
o Deferred Compensation
• Charitable Planning including:
o CRTs
o CRATs
o CLATs
o Private Foundations
• ESOP and COLI
o Family Needs Coverage
 | Consulting | |
| Analysis | |
| Advice | |
ZIK L.L.C. (hereafter referred to as "ZIK") is an Investment Advisor Registered with the New York DOS .ZIK is an independent, fee-only financial advisor and
money manager. Opinions expressed are solely those of Ram Yariv, President of ZIK. The purpose of this site is limited to the dissemination of general
information regarding the products and services offered by ZIK. The presence of this site shall not be construed or interpreted as a solicitation to sell, or
offer to sell, investment advisory services to residents of any state in which ZIK lacks authority. All information contained in this website is believed to be
accurate. Any information provided by links from our website is believed to be from reliable sources but we make no representations as to its accuracy or
completeness. ZIK is not responsible for damages incurred as a result of visits to other websites.
money manager. Opinions expressed are solely those of Ram Yariv, President of ZIK. The purpose of this site is limited to the dissemination of general
information regarding the products and services offered by ZIK. The presence of this site shall not be construed or interpreted as a solicitation to sell, or
offer to sell, investment advisory services to residents of any state in which ZIK lacks authority. All information contained in this website is believed to be
accurate. Any information provided by links from our website is believed to be from reliable sources but we make no representations as to its accuracy or
completeness. ZIK is not responsible for damages incurred as a result of visits to other websites.
Estate Planing
ZIK LLC
Registered Investment Advisor
Registered Investment Advisor
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