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Financial
Advisors |
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| Advantages of
using The Andersen Firm
over other law firms. |
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| Advantages |
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Testimonials |
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| At The Andersen
Firm, we strive to fulfill our clients needs to the best of our potential.
See what our clients are saying about us! |
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| Testimonials |
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FAQ's |
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| Planning
for your future and the future of your family isn’t easy. We have answers
to the most commonly asked questions. |
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FAQ's |
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In
the News |
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| Important news and announcements from The Andersen Firm. |
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| News
Articles |
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| Resources for Financial
Advisors |
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Advantages
of using The Andersen Firm over other Law Firms |
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1. Process designed
to avoid estate plans that don’t work
a. Preparation
b. Maintenance
c. Legacy
2. Education about how estate plans should work
3. Free analysis of the client’s individual situation
a. Review financial situation
b. Review current plan to determine weaknesses
c. Provide specific recommendations
4. Team-based planning
5. Fixed fees not hourly billing
6. Funding capability
7. Annual updating program
8. Reduced settlement costs
9. Asset Detail Report showing a client where assets are and how they are titled
10. Asset protection from creditors, lawsuits, and divorcing spouses
11. Education of the next generation, beneficiaries and trustees
12. Professional discount to the client based on financial advisor relationship
13. “Holistic” Planning
14. Several attorneys that hold advanced degrees in Estate Planning and Tax (LL.M.)
15. Multi-office, multi-attorney firm instead of a “one horse show”
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The
Financial Advisors Dirty Dozen
Estate Planning Questions to Ask Clients |
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1. Do you have
a Revocable Living Trust to avoid probate and ensure
disability planning?
2. Have you re-titled your assets into your living trust to avoid probate and
avoid unintended tax consequences?
3. If married, have you divided your assets into both husband’s and wife’s
revocable living trusts to ensure maximum use of tax credits?
4. If married and you and your spouse own all assets jointly and have each
other as beneficiaries on IRA’s and life insurance, are you aware wills will
not be effective and may cause unintended tax consequences and
distributions upon the first death?
5. Are you using Tenants by the Entirety and/or Joint Tenants with Rights of
Survivorship which may cause unintended tax consequences?
6. Have you created new Health Care Powers of Attorney since 2003 with
required HIPPA language?
7. Have you left assets to your spouse, children or other beneficiaries in such
a
way to protect them from creditors, judgments and divorcing spouses?
8. Do you own insurance in your own name in such a way that will cause
unintended tax consequences?
9. Have you put personal property into your trust through the use of a Quitclaim
Deed to avoid probate?
10. Do you own property in or are you a resident of another state? If so, are
you
aware of the rules on state estate tax and ancillary probate?
11. If you own an IRA or 401(k) and are planning on rolling over to an IRA,
have you planned on how to control the distributions?
12. If you would you like a review of your current estate plan |
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