The Andersen Firm
  • (866) 230-2206
Menu
  • Home
  • What We Do
    • Estate Planning
    • Estate Settlement and Probate
    • Estate Tax Planning
    • Advanced Estate Planning
    • Asset Protection
    • Retirement Planning
    • Litigation
    • Estate Planning for Minors
  • Becoming a Client
  • Resources
    • Blog
    • Videos
    • Subscribe
    • FAQs
  • Who We Are
    • Will Andersen
    • Michael Schwartz
    • Tom Luken
    • Erin Turner
    • Rhonda Miller
    • Angela Hooper
    • Leeza Andersen
    • LeeAnne Bowen
  • Contact Us
    • New York Office
    • Long Island Office
    • Fort Lauderdale Office
    • Kingsport Office
  • Home
  • What We Do
    • Estate Planning
    • Estate Settlement and Probate
    • Estate Tax Planning
    • Advanced Estate Planning
    • Asset Protection
    • Retirement Planning
    • Litigation
    • Estate Planning for Minors
  • Becoming a Client
  • Resources
    • Blog
    • Videos
    • Subscribe
    • FAQs
  • Who We Are
    • Will Andersen
    • Michael Schwartz
    • Tom Luken
    • Erin Turner
    • Rhonda Miller
    • Angela Hooper
    • Leeza Andersen
    • LeeAnne Bowen
  • Contact Us
    • New York Office
    • Long Island Office
    • Fort Lauderdale Office
    • Kingsport Office
Menu
  • Home
  • What We Do
    • Estate Planning
    • Estate Settlement and Probate
    • Estate Tax Planning
    • Advanced Estate Planning
    • Asset Protection
    • Retirement Planning
    • Litigation
    • Estate Planning for Minors
  • Becoming a Client
  • Resources
    • Blog
    • Videos
    • Subscribe
    • FAQs
  • Who We Are
    • Will Andersen
    • Michael Schwartz
    • Tom Luken
    • Erin Turner
    • Rhonda Miller
    • Angela Hooper
    • Leeza Andersen
    • LeeAnne Bowen
  • Contact Us
    • New York Office
    • Long Island Office
    • Fort Lauderdale Office
    • Kingsport Office
The Team You Can Trust to Secure Your Legacy
Contact Us

Media Center AND Downloads

Rack Cards
  • The Seven Mandatory Components of a Foundational Plan
  • Uncle Sam’s 7 Options for Paying the Estate Tax
  • Advanced Techniques for Estate Planning
  • Asset Protection Planning
  • Steps to Settling an Estate or Trust
  • Common Causes of Action in Estate Litigation
  • Florida Domicile Checklist
  • Multigenerational Planning
Forms and Handouts
  • Estate Planning Snapshot Questionnaire
  • Andersen Basics Forms
  • Estate Planning Self Checkup
  • Digital Asset List
  • Personal Property Memorandum Married
  • Personal Property Memorandum Unmarried
  • Wills Vs. Trusts
  • Top 10 Estate Planning Mistakes
  • Gift Estate Inheritance and Income Tax by State 2020
Flowcharts
  • Foundational Estate Plan (Revocable Living Trust)
  • Irrevocable Life Insurance Trust (ILIT)
  • Legacy Trusts (LT)
  • Charitable Remainder Trust (CRT)
  • Spousal Lifetime Access Trust (SLAT)
  • Wyoming Close LLC
  • Qualified Personal Residence Trust (QPRT)
  • Intentionally Defective Grantor Trust (IDGT)
Our MIssion

Our Mission is “To collaborate with clients and advisors to provide the Ultimate Client Experience in Estate Planning, Estate Settlement & Probate, and Asset Protection.”

  • Learn More
Quick Links
  • Home
  • Who We Are
  • Contact Us
  • Disclaimer
  • Privacy Policy
Contact Us
  • New York Office
  • Long Island Office
  • Fort Lauderdale Office
  • Kingsport Office

© 2024 The Andersen Firm, PLLC. All Rights Reserved. Some artwork provided under license agreement.