Estate Plans are for Everyone
First, let’s debunk the myth that an estate plan needs to be both elaborate and expensive.
October 22, 2020
Join Our Newsletter!
Menu
First, let’s debunk the myth that an estate plan needs to be both elaborate and expensive.
My big brother died of COVID-19 and he didn’t have a will. He divorced 20 years ago and has no children, but his ex is telling me she should get an inheritance. Who has the right to his money?
Estate planning is the process of arranging who will receive your assets when you die.
You would like to pass a house tax-free to your heirs. After all, you want to give them a gift, not the burden of taxes. How do you do that?
Besides seeking to draft or alter wills and trusts, many clients were changing trustees, executors and the agents they assigned to oversee their finances and health care, if they were unable to make decisions themselves.
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
Mission
We Believe in
Creating Prosperity and Success
Our team of attorneys and staff are committed to provide legal services in a manner that delivers the Ultimate Client Experience in Estate Planning, Estate Settlement & Probate, Asset Protection, and Litigation.
Our Mission is “To collaborate with clients and advisors to provide the Ultimate Client Experience in Estate Planning, Estate Settlement & Probate, Asset Protection, Litigation, and Real Estate.”
© 2020 The Andersen Firm. All Rights Reserved. Some artwork provided under license agreement.