Extra Prepared
My wife and I crossed state lines, had a new baby, and wanted to update our will. Becuase we moved, we needed a new attorney. We found Zachary Setzer through a search and we are more than impressed. He took the time to explain that one need not have millions and millions for a trust to be preferable to a will. Our first meeting was about 2 hours and he went over some much information, our heads almost were spinning. But, fret not, on our second appointment, he took time to go over those items that we needed more on.
At the end of the process, we have a 4 inch thick binder, with all papers and documents for our trust clearly labeled. We know exactly what we need to do and while not done yet (we just finished last week), there is a feeling of safety for our young children. After all, the point of a will or trust is to take care of children in the event of their parents’ untimely demise. Morbid subject for sure, but as parents, we’re also grown-ups who need to be prepared. Zachary made this process easy. He’s done it enough so that he knows what informtion he needs up front, and communicates clearly what his expecations are. Bottom line, our family’s estate planning is something we can rest easy about because Zachary put it together with us. I would HIGHLY recommend him to anyone looking for help with estate plannning.
