Zenith Habour Investments and its affiliates have owned, developed, and managed multifamily, office, industrial, retail, and hotel properties throughout the southeastern and southwestern United States — bringing institutional discipline to real asset exposure.
Estate and retirement planning
Estate planning is not only for people with extensive wealth. It is about making sure that if something happens to you, your family will not be burdened by guessing what you may have wanted. Having a plan for your home, your money, and your possessions means you can continue to help your family reach goals you set together.
With employer pensions on the decline and uncertainty surrounding Social Security, retirement planning is more important than ever. At Zenith Habour Investments, we help you understand how much you will need to retire the way you want, and develop an income strategy to get you there.
Estate planning can help you:
- Set up trusts for your children
- Divide property clearly
- Direct charitable donations
- Reduce administrative costs and estate taxes where applicable
- Protect your estate from mismanagement and creditor claims