Feedback From Past Clients
“Julia helped me plan my estate after my husband passed away without a will. She asked all the right questions to determine what my concerns were, and she recommended what she felt would best suit my needs.
First she helped me figure out if probate was necessary. Once that was figured out, we moved onto the will, and powers of attorney for health care and property. She helped me decide who I wanted to take care of my assets, my children, myself, and how exactly that would happen.
Not only did my husband not have a will, but he had multiple accounts with money such as 401k and investments that I needed help with, so she gave me three different names of financial advisors, so I could make sure my current financial needs are covered, as well.
Julia thoroughly explained every step of the process, gave me ample time to look things over and ask questions, and gave me lots of recommendations and advice based on what she knew of my family situation. She even took my religious views into account, to make sure every base was covered.
Julia is a caring and kind person, and cares about her clients and their needs. She is straightforward and gives you all the details, leaving nothing to chance. I am so very thankful that I found her! I would recommend Julia to anyone without any hesitation! She made the difficult time after my husband’s death easier, and helped me find the confidence to make those important decisions. Thank you, Julia!”
* * *
“We are honored and privileged to endorse Jeff Palzer as a legal consultant. Being a new resident to the Omaha area, we requested and received a recommendation from our Farmers Insurance Agent for a skilled Omaha lawyer. We needed a lawyer who charges a reasonable price for services that specializes in “Special Needs Trust”. We highly recommend Jeff for your legal needs. He makes legal issues understandable and is always focused on achieving the best results for his clients. Jeff is easy to talk to and thoroughly explains the process, so that, you fully understand the legal reasons that support the Trust. It is comforting to know, we now have a family lawyer to help us with any future legal issues.”
* * *
“Thank you, Julia, for all you have done for us. You have allowed this to be as painless as possible and it has been a privilege to work with your firm and especially getting to know you as an attorney and as such a caring person. My best to you.”
* * *
“Jeff and Julia completed our will and trust soon after we were married. Because we have a blended family with five adult children, there were a lot of sensitive issues that needed to be addressed. The Palzers respectfully navigated the delicate nature of the separation of pre-marital and marriage assets, how to handle executors and many other difficult decisions. They very patiently listened to what was important to both of us and ethically guided us through this process. We feel confident that we would have never received the same combination of expertise and concern for our needs with any other firm. We will continue to recommend this firm for any legal services required.”
-Ken and Cindi Incontro