Without an estate plan, or living trust, the fates of your assets and your loved ones may be decided by attorneys or the government—so even if you have a modest estate, it’s still a good idea to take care of the basics of estate planning.
Everyone should have an up-to-date Last Will and Testament or Living Trust to ensure that your belongings go to your desired beneficiaries.  Many people believe that your belongings pass regardless of whether you have a will or trust, but this is not the case in today’s age.  A person dying intestate (without a will or trust) is at risk of having their estate incur significant taxes and even pass to beneficiaries that were never intended.

Many people accumulate wealth in their retirement accounts and own assets that, when added together, have value. A properly drafted trust, a legal arrangement drafted by an attorney that transfers property to a trustee, may be a critical tool in estate planning. It can help you think about the type of legacy you want to leave.

The Law Offices of Davis R. Zellmer will create a comprehensive plan that is tailored to your families specific needs. We will analyze your current will / trust or start from scratch and ensure that your family will benefit to the greatest extent possible.