Estate Planning Blog

The Andersen Firm

WY Close LLC

Wyoming Close LLC

Family assets (such as stocks, bonds, farms, ranches, rental property, CDs and family businesses), can be managed under the protective umbrella of a Wyoming Close

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Legacy Trust

Legacy Trusts

We are often asked the question “What is the best way to gift to my beneficiaries during my life?” Easy Answer: Legacy Trusts. A Legacy

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everyone needs a will

Everyone Needs a Will

A serious illness can happen at any age, but just 18% of those 55 and older have a living will, power of attorney for health care and a last will and testament, according to a 2019 study by Merrill Lynch Wealth Management. AZ Central’s recent article entitled “What to know about wills and health care…

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Witnessing a Will

Who Can Serve as a Witness?

When making a will and testament, it’s important to follow the rules in your state to ensure the will is valid. One of those rules centers on the requirements for witnesses.

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Settling an Estate

Settling an Estate

Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be tasked with carrying out a loved one’s final wishes.

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