At the Andersen Firm, we have planned
for a vast array of estates ranging in size from a few hundred thousand dollars to
a hundred million dollars all the while realizing each specific case is different and
requires specialized attention.
We work closely with our clients and their financial advisors to assess their current
estate plans, if any, their financial situation, their assets and goals. It is our
objective to assist every client in creating a sound estate plan that will avoid tax
liabilities and probate, and protect the financial future of heirs and loved ones. We
are able to employ a variety of techniques including the 7 Components of a Foundational
Plan:
- Revocable Living Trusts
- Living Wills
- Pour-Over Wills
- Health Care Powers of Attorney
- Financial Powers of Attorney
- Quit Claim Bill of Sale
- Funding
As well as Advanced Planning Options to reduce / minimize estate tax exposure:
- Build Up Equity Retirement Trusts
- Qualified Personal Residence Trusts
- Irrevocable Life Insurance Trusts
- Limited Liability Companies
- Special Needs Trusts
- Private Family Foundations
- Grantor Retained Annuity Trusts and Grantor Retained Uni-Trusts
Once your personal situation has been examined we design and develop a strategic plan
that can be updated when necessary, protect assets for children, adhere to changes
in tax laws and give peace of mind.
As part of our long-term commitment to our clients, our estate planning process continues
long after the paperwork has been signed. It is this highly regarded commitment and
process that helps hundreds of people each year with their estates and brings clients
back again and again throughout the changes in their lives. |
