Estate planning at the Law Office of Zachary B. Setzer is not one size fits all. We offer 3 levels of planning, and each level is highly customizable to suit your specific needs, desires, and circumstances.
Our Services
Our firm believes in personalized service for each and every client. Our approach is educational and proactive – we first determine each client’s individual needs, desires and values, and then tailor their plan to match.
We represent families throughout varying stages of life:
- traditional two parent families or single parents wishing to provide for and protect their children and themselves;
- unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel,
- blended families negotiating the challenges of creating new relationships with varying expectations
- high net worth families seeking strategies for minimizing estate and income taxes
- family business owners seeking ways to protect and expand their companies and considering how and when to transition to the next generation of ownership
- estate executors and beneficiaries navigating the court process of probate administration
- family members or trustees carrying out the legacy left behind through a trust administration
Your estate plan includes a free check-up every 3 years to ensure that as your life changes, so does your estate plan. During your check-up, we will also ensure that all your assets are held properly for maximum protection. And if you want even more service, we have annual membership programs that offer many additional benefits. Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect their lives through weekly emails and a monthly newsletter.
In addition, we advise clients regarding pre-marital (prenuptial) and post-marital agreements, perform reviews of existing plans that may be out of date, and handle all aspects of administration after the death of a loved one.
You will benefit from the care we offer your whole family, from free estate checkups to reduced fees for planning documents for young adult children and senior parents; become part of our client family and experience how much we care.
