The Law Offices of Davis R. Zellmer is dedicated to creating the proper plan for your unique needs. We look forward to meeting with you personally to discuss the best strategy to preserve and maximize your wealth, now and for your future. Put your living trust into the hands of a professional.
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.
We needed a good lawyer.
Thank you Davis Zellmer for settling my husband’s father’s estate who had a trust. Davis answered our questions with ease, comfort, and honesty at a difficult time when our emotions were all over the place. He came to our house, explained everything and walked us through the process. Now we are having him settle our own trust, because we learned a lot about the process and want to be responsible and make sure we give our kids a great future.
Now I can relax!
I don’t have a big estate but if anything happens to me I don’t want there to be any confusion between my children. Davis was easy to work with and set up everything I need. Thanks!
You really listened
Thank you Davis Zellmer for being very professional. You really listened to what we needed and went the extra mile!
Professional and knowledgeable
Thank you Davis Zellmer for being very professional and knowledgeable. We saw great qualities in Davis, he is a compassionate and caring person. He helped us with my mother’s trust and estate. We also had him take care of our living trusts.