Estate Planning

Prepare now. Live now. Worry never.

Personalized peace of mind has never been so accessible.

At Nathan Ziegler & Associates, our goal is your peace of mind. That starts with having the right legal tools in your tool belt to protect you and your loved ones no matter what happens on the road ahead. Request your initial consultation today to begin the process of estate planning or see if it’s time for an update.

Request A Consultation

Explore our Estate Planning services

Every personal situation is unique. We’re here to help you choose the right estate planning strategy.

Services

  • Business Succession Planning

    Protect the future longevity of your business.

    Explore
  • Wills

    Discuss your estate and create a Will to clarify final wishes.

    Explore
  • Trusts

    Protect your estate and assets now to protect your family later.

    Explore
  • Wealth Protection Trusts

    Protect your assets in the future from potential lawsuits or other legal claims.

    Explore
  • Power of Attorney

    Assign someone to act on your behalf if ever you become unable to.

    Explore

Ready to plan and protect your future?

Request A Consultation

Hear from hundreds of satisfied customers

Testimonials

    Nathan and his associates helped us set up a trust for ourselves and get all of our affairs in order. We had so many questions and concerns about getting this done and Nathan made it very easy for us.

    We are so fortunate to have found Nathan Ziegler & Associates. Mr Ziegler, David Wright, and the staff is professional, helpful, & friendly. We had no idea where to start planning for the future regarding our finances. We now have a trust to help protect us, a plan, the necessary documents, and most of all the piece of mind in knowing things are taken care of.

Why prioritize Estate Planning?

Benefits

Whether you’re already in the second half of life or are planning well in advance, the time is right to have your estate planning in place.

  1. Minimize Taxes

    Knowing the full extent of benefits and planning ahead helps you and your loved ones avoid paying unnecessary taxes.

  2. Avoid Probate

    The probate process can quickly turn into a long and tedious challenge without a comprehensive estate plan.

  3. Protect Assets

    Don’t risk losing your hard-earned assets and finances to unclear legal processes.

  4. Simplify Decisions

    Eliminate difficult decisions and potential conflicts by outlining what goes to whom.

Frequently Asked Questions

Conversations surrounding Estate Planning can seem intimidating. Let us answer them and provide you with peace of mind.

  • What is the difference between estate planning and estate administration?

    Estate planning is the term we use to describe the set of legal documents that determine what happens to the things you own upon your passing and who will be in control of that process. In addition, a comprehensive plan will also name who will make decisions for you if at some point you are unable to make your own decisions about your health or finances. Learn more about our Estate Planning services.

    Estate administration is the process of managing the affairs of the estate after a loved one passes. It can involve the probate process, trust administration, and the managing of estate assets. Learn more about our Estate Administration services.

  • Why do people create Trusts?

    Many people choose to create Trusts to protect their savings and quality of life now and ensure the inheritance they leave behind makes it safely into the right hands after they pass.

    This article from our content library explores this concept further:

    Why do people create trusts?
  • What is a Trust and how do Trusts work?

    A Trust is a legal entity in which one party (the trustmaker) gives another party (the trustee) the right to hold and control property for the benefit of a third party (the beneficiary). Like an individual, a Trust can own, buy, and sell accounts and property, as well as distribute income. Learn more about Trusts.

Deepen your knowledge of Estate Planning with our content library

Related Articles