Estate Planning

Why Matthew A. Zenko?

Matthew A. Zenko is an attorney and CPA who understands the intersection between accounting, finance, and law.  You have worked hard to own your home, purchase your vehicle(s), and save for your retirement.  Additionally, you may have minor children who will need a guardian in the event of your untimely demise.  Allow Matt to counsel and advise you regarding your best options to protect your assets and and your family.

Call Matt now at 614.638.6654 for a FREE and straight-forward consultation.  Matt gives each client exceptional personalized service on a one-on-one basis and he uses his background in accounting, finance and law to tailor a practical estate planning solution that is right for the facts of your personal situation and your budget!

What Does Estate Planning Involve?

Estate Planning typically involves the drafting of the following documents:

  • Will (or Trust)
  • General Durable Power of Attorney (Financial Power of Attorney)
  • Health Care Power of Attorney
  • Living Will

Each of these documents has its own purpose and having a completed “Estate Plan” means that you have invested the time and financial resources required to complete each document.  While a Will (or Trust) can certainly be completed without the accompanying documents, it makes little sense to avoid completing the General Durable Power of Attorney (Financial Power of Attorney), Health Care Power of Attorney, and Living Will simultaneously, as the additional incremental cost is well worth the peace of mind that you will gain knowing that these other documents have also been completed.  Call Matt now at 614.638.6654 for a FREE and straight-forward consultation.

 How Much Does Estate Planning Cost?

Matt generally charges a flat rate for estate planning.  However, the complexity of your estate planning will impact the fee structure and ultimate cost.  If you are looking for a practical lawyer who delivers exceptional personalized service to you on a one-on-one basis, call attorney Matt now at 614.638.6654 for a FREE and straight-forward consultation.

Does Estate Planning Require Updating?

Almost every estate plan needs to be updated at some point during your lifetime.  Estate planning documents are “living and breathing” just like you, and you can not rely on a “set it and forget it” mentality.  Over time, your income and asset mix differs, your children become adults, and your marital status may also change.  Each fact unique to your personal situation must be considered when evaluating your estate plan and tailoring an appropriate solution for your individual needs.  Call Matt now at 614.638.6654 for a FREE and straight-forward consultation.